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Linkfest: 06 November, 2020

Some stuff I am reading today morning:

WhatsApp gets UPI nod (FE)

NPCI caps UPI transactions at 30% for third party apps (BT)

SAT dismisses RIL appeal in stock manipulation case (BS)

Saudi Arabia’s PIF invest Rs.9,995 Cr in Reliance Retail (Rediff)

Please think of Franklin Templeton investors (MF Critic)

3 emotional arguments against index funds (Mint)

Startup: MoneyTap (Forbes)

Tonight, we leave the party like its 1999 (GMO)

Market Definitions & Tech Monopolies (Ben Evans)

Terry Smith: UK’s answer to Warren Buffett (Guardian)

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Links

Linkfest: 05 November, 2020

Some stuff I am reading today morning:

Biden predicts victory (Reuters)

SBI’s asset quality numbers warrant closer look (MC)

On Jet Airways (Safal Niveshak)

Why Indigo may be heading towards its golden years (BT)

Adani Enterprises plans 50,000 Cr capex in next 5 years (BS)

Gold demand rebounds in India (FE)

The H1B visa may be finished (Forbes)

Bitcoin may become a pension portfolio fixture (CIO)

How to find great AI cos (Macro Ops)

How we saw the world in 2010 (Baillie Gifford)

Categories
Links

Linkfest:04 November, 2020

Some stuff I am reading today morning:

Ant Financial IPO halted (CGTN)

Gland Pharma to be India’s biggest pharma IPO (FE)

Some Questions on Laurus Labs (Intrinsic Compounding)

Why RBI Governor is playing Mr.Bond (Mint)

Adani wins coal mines in India (BS)

Can Fantasy Sports survive in India? (Forbes)

Going Direct to Learners (A VC)

The Ideal company doesn’t pay a dividend (Terry Smith)

The right time to sell a stock (Bill Nygren)

United States Vs Google (Stratechery)

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Linkfest: 03 November, 2020

Some stuff I am reading today morning:

Reliance crashes (TOI)

Investors prepare for US election day (BS)

Tax amnesty plan can settle 1.2 Trillion rupees of tax claims (Mint)

India’s factory growth at decade high (Reuters)

What explains surge in GST collections? (BT)

The politics of money (Marc Rubinstein)

10 signs the bubble has already popped (David Einhorn)

What is a Tech company? (Stratechery)

The Flipkart story (Forbes)

The saga of Pramod Mittal (Money Life)

Categories
Links

Linkfest: 02 November, 2020

Some stuff I am reading today morning:

Future Retail urges bourses to ignore Amazon letter (BS)

Aditya Puri joins Carlyle Group (Mint)

Anil Ambani group cos put on the block (CNBC)

Should you buy a home this festival season? (Vivek Kaul)

Resetting online commerce (Ben Evans)

What makes great companies great (Novel Investor)

The absurd simplicity of my own retirement process (Rivers Hedge)

Who owns the US stock market? (Irrelevant Investor)

Individuals Vs Institutions (SII)

Software is eating the Markets (Not Boring)