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Links

Linkfest: 17 February, 2021

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)

Categories
Links

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)