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Linkfest : 04 December, 2020

Some stuff I am reading today morning :

RBI censures HDFC Bank over digital outages ( FE )

RBI likely to keep interest rates unchanged ( BW )

Airtel gains more subscribers than Jio ( BS )

How value investing works in practice ( Lyall Taylor)

The reasonable optimist ( Morgan Housel )

Digital Dollars( A VC )

Forget about 2021 outlooks ( Barry)

Value Investing to rebound ( Tweedy Browne)

It’s really bad ( Daily Reckoning)

India’s Spice King is no more ( Forbes)

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Links

Linkfest : 03 December, 2020

Some stuff I am reading today morning:

Ant considers Paytm stake sale ( Reuters )

China planned Galwan Valley incident ( CNBC)

Dabur, Patanjali honey is unsafe ( FE )

L&T on track to sell non-core assets (BT)

ICICI Bank, Indian Bank can become fallen angels ( BS)

Gen next to the fore in Murugappa Group recast ( Fortune )

Income Tax on selling shares ( BMA)

Startup : Acko ( Forbes )

The IPO of Airbnb ( Aswath Damodaran)

Cliff Vesting ( A VC )

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Links

Linkfest : 02 December, 2020

Some stuff I am reading today morning :

Burger King India IPO opens today ( BS )

RBI’s options narrow ( FE )

Nov 2020 GST collections higher than Nov 2019 (Rediff )

Tata Motors grabs market share ( GaadiWaadi )

Making sense of sky high stock prices ( Robert Shiller)

Bitcoin is Back. Again. ( NY Times )

Startup : Cars24 ( Forbes )

The ghosts of Commentary Future ( Epsilon Theory)

Rich as I say, not as I do ( Nick Maggiulli)

Where did all the rogue traders go? ( Marc Rubinstein )

Categories
Links

Linkfest : 01 December, 2020

Some stuff I am reading today morning :

Volumes in F&O to shrink from today ( BS )

Why this may be the wrong time to give up hope on India ( Anantha Nageswaran )

CCI goes after Google Pay ( FE)

How CSB Bank made a dramatic turnaround ( Rediff )

Stock Talk : Solar Industries ( Ventura )

Short Idea : Kandi Technologies ( Hindenburg)

We are at the beginning of the Commodity Super Cycle ( WoW)

How I invest my money ( Peter Lazaroff)

Crypto Wallets are not bank accounts( A VC )

Huawei, 5G and the man who conquered noise ( Wired)

Categories
Links

Linkfest : 27 November, 2020

Some stuff I am reading today morning:

Cox & Kings promoter arrested ( BS)

LVB bond holders also get wiped out ( MC )

Stock Talk : Tata Consumer Products ( Free Fincal )

GoI bets big on EVs ( Fortune )

Chinese Lala cannot move in India ( BT )

Ching : India’s biggest desi Chinese brand ( CNBC TV18 )

A guide to ESG Investing ( Katusa )

Business Class Culture ( Pratyush Rastogi)

Compounders ( The Generalist)

F C Kohli, father of Indian IT industry, dies( Mint)