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Linkfest: 16 February, 2021

Some stuff I am reading today morning:

Brookfield REIT IPO listing day strategy (FE)

JLR’s plans to go electric (BS)

Policybazaar eyes IPO of 4,000 Cr (Mint)

IPO Review: RailTel Corporation (MC)

4 Mid-sized PSU banks shortlisted for privatisation (CNBC)

Privatisation: But from which PM Modi? (Debashis Basu)

The most remarkable change has been Reliance Jio (Reed Hastings)

How Disney+ became a streaming heavyweight (WSJ)

Great investing is an art form (Hayden Capital)

Your big break (Seth Godin)

Categories
Links

Linkfest: 15 February, 2021

Some stuff I am reading today morning:

FasTag to become mandatory by tonight (CNBC)

Bitcoin nears $ 50,000 mark (BS)

India is Asia’s best post-Covid recovery story (Rediff)

Can anything fire the sulking ITC stock? (Mint)

How L&T Infotech came into its own (Forbes)

Sector Watch: FMCG (Ventura)

Interview with Kris Gopalakrishnan (Fortune)

Valuation SaaS Cloud Product Cos (Value2Wealth)

Trend following is hot air (BTM)

Enough (Calibrating Capital)

Categories
Links

Linkfest: 12 February, 2021

Some stuff I am reading today morning:

BPCL sale by June (FPJ)

Lenders sell Mallya’s entire stake in MCF (BS)

New twist to H-1B visas for Indians (Rediff)

Get ready for hefty penalty to legalize your crypto assets (Mint)

Startup: Dunzo (Forbes)

Emerging Markets Crisis Investing (Verdad)

The stock market pendulum (Novel Investor)

Best story wins (Morgan Housel)

The investment strategy that makes your life easier ( Common Sense)

Digital Art (A VC)

Categories
Links

Linkfest: 11 February, 2021

Some stuff I am reading today morning:

Indian, Chinese troops begin disengagement at Ladakh (BT)

Culture of abusing private sector no longer acceptable (PM Modi)

Why auto sales in January hit speed brake (Rediff)

Major Ports Authority Bill passed (FE)

Adar Poonawalla acquires 60% in Magma Fincorp (BS)

Inside the Mindtree makeover strategy (Mint)

How Godrej joined the global vaccination drive (Fortune)

How to temper a momentum strategy (Morningstar)

SPACs : An inside joke for the super rich ( Irrelevant Investor)

How Ruby Lu turned $40 Million into $ 12 Billion (FP)

Categories
Links

Linkfest: 10 February, 2021

Some stuff I am reading today morning:

Equity MFs see outflow for seventh straight month (FE)

Power sector reforms gain pace (Mint)

Tata’s bid for Air India decoded (Fortune)

Indigo parent settles case with SEBI (BT)

Virescent floats first solar InvIT (BS)

The danger of short selling (Morningstar)

India shouldn’t ban Bitcoin (Forbes)

Holding stocks for 30 years (Ron Baron)

A strange cycle for cyclical stocks (The Diff)

Unfortunate Investing habits (Morgan Housel)