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Linkfest : 23 November, 2020

Some stuff I am reading today morning :

Signs that ‘Atma Nirbhar’ package is working ( The Hindu)

Byju’s now valued at $ 12 Billion ( FE )

Is India about to witness a data centre boom?( Fortune )

Why Mumbai Indians is the brand to bet on ( Rediff )

NBFCs have an edge in banking license race ( Mint )

India is getting the rescue of LVB right ( Andy Mukherjee )

For every buyer, there is a seller ( Evidence Investor )

Great companies but wrong stock prices ( ABC )

Wall Street is back to ” Full Bull ” ( DR )

Inside the messy downfall of designer Manish Arora ( Forbes )

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Links

Linkfest : 20 November, 2020

Some stuff I am reading today morning:

The best banking news in years ( CNBC )

The tale of Lakshmi Vilas Bank ( BT )

Oaktree offers 15,000 Cr funding to Vodadone Idea ( BS )

The real story behind India’s two wheeler sales ( Vivek Kaul )

PSU Banks : Value Bargains Or Value Traps? ( Ventura)

A Contrarian’s Guide to playing energy stocks ( Nicholas Vardy )

Bitcoin 101 ( Bitcoin)

Door Dash and Societal Arbitrage ( Ranjan Roy )

We have no ideas what happens next ( Morgan Housel )

Are you too frugal ? ( Retire By 40)

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Links

Linkfest : 19 November,2020

Some stuff I am reading today morning:

FPIs stay bullish on India ( Rediff )

LVB depositors should not panic ( Money Life)

Sahara woes escalate ( FE )

The problem of Minimum public shareholding in PSEs ( Leap )

Hole in the head ( Anand Sridharan )

House Buying Rules ( Subramoney )

RCEP and the Nimzo-Indian Defence ( Anantha Nageswaran)

On Tesla being added to the S&P 500 ( Common Sense)

The road ahead is Gold ( Katusa )

The Bogus Case against Gold ( DR )

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Links

Linkfest: 17 November, 2020

Some stuff I am reading today morning:

Moderna’s Corona Virus vaccine is 94% effective (CNBC)

BPCL disinvestment gets going (BS)

No RCEP re-entry for India (FE)

Loan defaults hit NBFCs, Fintechs the hardest (Mint)

Why food prices will remain high for a few months (Rediff)

SBI’s Navneet Munot is the new CEO at HDFC AMC (MC)

Buffett bets on Pharma cos (BI)

Bitcoin-The gateway drug (A VC)

Anatomy of a successful Fintech (Marc Rubinstein)

R K Laxman’s cartoons on the 1992 Scam (Sucheta Dalal)

Categories
Links

Linkfest: 16 November,2020

Some stuff I am reading today morning:

Reliance Retail acquires Urban Ladder (BI)

Pest infected earnings of UPL Ltd (Multi Act)

The reopen trade is going strong (Gavin Baker)

Thread on Tasty Bite (Cool Fundoo)

Real Estate sector: From Pariah to Favorite (RJ)

Lessons from a middle-class Crorepati (Free Fincal)

Has our luck finally run out? (Daily Reckoning)

How two brothers built India’s biggest poultry co (Mint)

Vitamins as a marketing scam (Slate)

Quarterly letter to Investors (Hayden Capital)