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Linkfest : 08 December, 2020

Some stuff I am reading today morning :

Serum set to sign vaccine deal with GoI ( BS )

How Elon Musk can walk away with $ 140 Billion ( Christopher Bloomstran)

Indigo to refund all passengers by Jan 31 ( Rediff )

L&T Finance to launch 3,000 Cr Rights issue ( MC )

Company Talk : Biological E ( Forbes )

Stock Talk : Ultratech Cement ( FE )

Reflecting on 2020 ( Anand Sridharan )

The Business of Benchmarking ( Marc Rubinstein )

Are we at the market peak? ( Pratyush Rastogi )

Interview with Emkay’s Nirav Sheth ( You Tube )

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Links

Linkfest : 07 December, 2020

Some stuff I am reading today morning :

Mutual Funds withdraw 30,760 Cr from Equities in Nov ( BT )

Foreign funds colonising Indian startups ( Sanjeev Bhikchandani )

Interview with Saurabh Mukherjea ( ET )

ABB on India’s electric mobility ( HT )

Stock Talk : AksharChem ( India) Ltd ( Dolly)

What makes IPL a profitable sporting league? ( Forbes )

The only way to be a buy & hold investor ( Larry Swedroe)

Twitter’s fleeting product roadmap ( Can Duruk)

How to think for yourself ( Paul Graham )

The last days of Tony Hsieh ( Forbes )

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Links

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 )