Tag: linkfest

Some stuff I am reading today morning:

PSU stocks are finally getting their day in the sun (Mint) (My sound bite here)

Covaxin demonstrates India’s Pharma prowess (BS)

ED slaps money laundering case on Franklin Templeton (BS)

Adani Ports buys Warburg’s stake in Gangavaram Port (BQ)

Why Jio bought more spectrum than Airtel/Vi (BT)

The IPO routes for India’s Internet Unicorns (Forbes)

Banning cryptocurrencies in India (Yahoo)

Greedy, fearful and all that (Anand Sridharan)

Everyone’s talking bubbles.Is it time to act? (Capital Spectator)

Dr. Copper signals bull market is on (Katusa)

Some stuff I am reading today morning:

IRCON OFS opens today (FE)

Spectrum auction fetches Govt 78,000 Cr (BS)

Haryana to reserve 75% of private sector jobs for locals ( TOI)

Unions oppose PSB privatisation (Money Life)

Interview with Sunil D’Souza (Tata Consumer)

Paul Singer warns of trouble ahead (Bloomberg)

Netflix and its battle for India (Fortune)

The difference between gambling & investing (Mr Stingy)

Why Toppr had to sell to Byju’s (MC)

Citi never sleeps (Marc Rubinstein)

Some stuff I am reading today morning:

BPCL to sell Numaligarh refinery for Rs.9,876 Cr (Rediff)

What is Bharti Airtel upto? (Capital Mind)

Maruti Suzuki’s India plans (Fortune)

Balaji Amines: A big fish in a small pond (Financial Monk)

Thread on AU Small Finance Bank (Benaam Niveshak)

Startup: Udaan (Mint)

The Full Collection of Nomad Investment Partnership Letters (IGY)

Yen Liow: Evolution of a Public Market Investor (Off Piste)

Warren Buffett’s Big Investing mistake (BVI)

Bitcoin and Buying Things (Ranjan Roy)

Good to be back !!

Some stuff I am reading today morning:

PM Modi takes first dose of Covid-19 vaccine (IE)

Why NSE didn’t switch to DR site on Wed (Rediff)

Assam shakes up the micro loans universe (Mint)

Why transformation is a buzzword at Piramal (Fortune)

The man who abandoned Value (Institutional Investor)

What happened to Gold? (Irrelevant Investor)

Charlie Munger: 2021 Daily Journal AGM transcript (Junto)

Warren Buffett: 2020 Berkshire Hathway Letter (BH)

Stock Markets & Interest rates (Common Sense)

Facebook’s Big Diem (Marc Rubinstein)

Some stuff I am reading today morning:

Tatas to buy 68% in Big Basket for 9,500 Cr (BS)

Lodha to file draft papers for IPO (Mint)

Amazon announces first manufacturing line in India (Amazon)

Balaji Wafers: Building a 2000 Cr brand (Forbes)

How this retail investor made a fortune in the market (Morningstar)

The Algebra of Wealth (Prof Galloway)

How this ends (A VC)

Why valuations won’t matter for a while (Common Sense)

Why investing is so much fun (Klementon)

Video: Interview with Chamath Palihapitiya (Bloomberg)