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Linkfest: 06 October, 2020

Some stuff I am reading today morning:

TCS crosses 10 Lakh Crore market cap (FE)

ITC: 10 Blunders, 1 Arrogant Company (Manu Rishi Guptha)

Google Vs Indian startups (Reuters)

SBI looking to hive off YONO (BS)

India’s skilling firms have entered the ICU (Mint)

On non US citizens investing in US markets (Gautam Shewakramani)

Negative Social Proof (A VC)

Why I sold a great investment (Larissa Fernand)

The End of Banking (Marc Rubinstein)

The impact of Covid-19 on the movie industry (Matthew Ball)

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Links

Linkfest:05 October, 2020

Some stuff I am reading today morning:

Centre to waive interest on loans upto 2 Cr (Rediff)

AIF’s returns trail Nifty (Mint)

How ‘mule’ accounts are used for front running (CNBC)

Stock Analysis: Sonata Software (Dr. Vijay Malik)

Balaji Amines: A niche duopoly (Tankrich)

The Momentum Mindset (Rohit Chauhan)

How to buy art (Bloomberg)

Techno Party (Vltava Fund)

True Wealth (Humble $)

Luck & Success (Irrelevant Investor)

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Links

Linkfest:30 September,2020

Some stuff I am reading today morning:

SEBI lays down code of conduct for AMCs (Mint)

On the UTI AMC IPO (BS)

CAG on defence offsets (FE)

Stock Talk: BPCL (Ventura)

Beware of stockbrokers (Safal Niveshak)

The untold story of Harley Davidson in India (Forbes)

Why the return from Dividends matter ( Crossing Wall Street)

The realities of growth investing (Validea)

Every child can become a Millionaire (RetireBy40)

Interview with Reed Hastings (David Rubenstein)

Categories
Links

Linkfest: 29 September, 2020

Some stuff I am reading today morning:

Mazagon Dock Shipbuilders IPO to open today (CNBC)

Walmart looks to join hands with Tatas (Mint)

Loan moratorium hearing extended to 05 Oct (BS)

Dabur Vs Marico (Forbes)

SEBI out to get individual advisors (Jatin Khemani)

The game of low float (Niteen S Dharmawat)

Conversation with Samir Arora (You Tube)

Update on Franklin Templeton (Subramoney)

The AWS of Finance (Marc Rubinstein)

How and when to participate in market rallies (Michael Burry)

Categories
Links

Linkfest: 28 September, 2020

Some stuff I am reading today morning:

The reality behind Reliance’s retail rush (Mint)

LVB shareholders vote against top brass (BS)

Interview with Rajeev Thakkar (Morningstar)

May we live in interesting times (Dr. Hitesh Patel)

On the Franklin Templeton FIR (Manoj Nagpal)

What makes a startup a potential unicorn? (Dr. Sharma)

Correlations (Anand Sridharan)

Is Compound Interest over rated? (Ben Carlson)

Managing money seems so easy (Humble $)

Interview with Ray Dalio (Market Watch)