Tag: linkfest

Some stuff I am reading today morning:

Second wave of India’s Covid Crisis in 5 charts (CNBC)

Till Babus understand reality, growth won’t happen ( K Ilango)

Have you seen a ‘Teji’ ? (Aashish Somaiyaa)

AU Small Finance Bank slips on asset quality concerns (BS)

Stock Talk: AU Small Finance Bank (Forbes)

Berkshire Hathway 2021 Annual Meeting Transcript (Rev)

Crypto market cap doubles to $2.3 Trillion in 3 months (FE)

The demand side of a Crypto Network (A VC)

Understanding Optionality (ShawSpring Partners)

Understanding Edge (Moon Tower Meta)

Some stuff I am reading today morning:

Reliance Q4 net profit more than doubles (Rediff)

FPIs turn net sellers (BS)

2021 Letter to Shareholders (Vallum Capital)

Why we invested in Indiamart (Arisaig)

Interview with Softbank trader, Akshay Naheta (Fortune)

Some of the most legendary trades made in history (Srivatsan Prakash)

Days of Future Past (TRB)

Notes from 2021 Berkshire Hathaway Annual Meeting (Rational Walk)

Why even Buffett has been buffetted by the index (Evidence Investor)

The Goldman Sachs of Crypto (Marc Rubinstein)

Some stuff I am reading today morning:

Home Ministry orders all States to implement containment measures ( CNBC )

India’s coronavirus infections cross 18 million (Reuters)

US tells citizens to leave India (IE)

Tata moves ahead to acquire Big Basket (FE)

Global indices are in strong uptrends (Nooresh)

How the iron ore market has changed over last 75 years (Javier Blas)

Stock Talk: SRF (Forbes)

SEBI is playing to the gallery (Bala)

The psychology of fighting the last crash ( Common Sense)

Investing is a bit like Pro-Sports (David Poppe)

Some stuff I am reading today morning:

20% of salary of key Mutual Fund employees to be in MF units (SEBI)

Aramco-Reliance discuss share swap deal (ET)

First peek at Zomato’s financial ratios (Mint)

Tamilnad Mercantile Bank eyes IPO by Dec (Rediff)

Startup: Gupshup (Forbes)

Twilio: Messaging, margins and markets ( Join Colossus)

Don’t buy what others want to sell you (Aleph)

There is no alternative to the Stock Market (Humble $)

Do you have an investing edge? (Monevator)

Money: The greatest story ever told (Blair)

Some stuff I am reading today morning:

150 districts may go under lockdown ( TOI )

JSPL okays divestment of Jindal Power (FE)

The big electric scooter battle (Fortune)

Startup: CloudSEK (Fortune)

Sleeping and Staying awake ( Deepak Shenoy )

Why should Equities be fairly valued? ( Behavioral Investment)

All models are wrong, but some are useful (Common Sense)

In praise of target-date funds (Morningstar)

Running of the bulls (Yardeni)

Succeding in Venture Capital as an Introvert (Hunter Walk)