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Linkfest: 21 December, 2020

Some stuff I am reading today morning:

US Congress agrees to $ 900 Billion stimulus deal (CNBC)

Jerome Powell: Stocks are not overpriced (Rev)

Indian stocks not yet in bubble zone (Mint)

New Coronavirus vairant in UK (BBC)

GoI wants to boost valuations of PSU stocks (Reuters)

Stock Talk: Larsen & Toubro (FE)

Is India’s 5G dream in trouble? (Rediff)

My biggest lesson of 2020 (Morningstar)

Report : Consumer Trends 2021 (Coefficient Capital)

Legendary email exchange between Dan Loeb & a prospective employee (Cundill Capital)

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Links

Linkfest : 17 December, 2020

Some stuff I am reading today morning :

Fintech firms can now setup Mutual Funds ( BS )

Centre approves 3,500 Cr aid for sugar exports ( FE )

Wistron labour incident could be sabotage ( OpIndia )

Resilience and flexibility of our Atmanirbhar policy ( Sanjeev Sanyal )

Boom time in IPOs in Asia ( BS )

Stock Talk : Havells ( Forbes)

Will Reliance be real estate’s disruptor? ( Rediff )

Interview with Samit Vartak ( CNBC)

Stocks are rising and noone is selling ( TRB )

Bitcoin breaks above $ 20,000( CNBC )

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Links

Linkfest : 14 December, 2020

Some stuff I am reading today morning:

Is a market crash looming ? ( CM )

Perpetual Bonds – A gift from RBI ( Bala )

Stock Talk : Dixon Technologies ( BS )

Startup : boAt ( Forbes )

Trader Profile : Naresh Nambisan ( MC )

Burger King India IPO : Ride of a lifetime ( Prashant Desai )

You’re only as good as your worst day (FS )

Now & the 1999 IPO boom ( Market Watch )

When’s the right time to sell ? ( Michael Batnick )

The assets we can’t see ( Validea )

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Linkfest : 11 December, 2020

Some stuff I am reading today morning :

Toyota’s game changing battery technology ( Asia Nikkei )

UPL shares slump on fund siphoning charges ( BS )

Tata rejects Mistry’s offer as nonsense ( Mint)

Hina Nagarajan to take charge of United Spirits ( Fortune )

Sandeep Kataria as the Global CEO of Bata ( Forbes )

Stock Talk : ICICI Bank ( FE )

Timeless Themes from the Movie ‘Wall Street’ ( Common Sense )

IPO Party in the US( Michael Batnick )

On breaking up Big Tech ( A VC )

Money lessons from the collapse of the Soviet Union ( ZH )

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Links

Linkfest : 10 December, 2020

Some stuff I am reading today morning :

RTGS to become 24*7 by Dec 14 ( RBI )

Disruption in the Energy Markets ( Gautam Adani )

India to be Asia’s fastest growing economy by 2021 ( Nomura )

CCI raids cement giants ( Reuters)

Real estate taxes cut in Mumbai ( TOI )

How should affected FT investors vote? ( MFCritic )

On Kotak International REIT FOF ( Free Fincal )

How we started Door Dash ( ECM )

A tale of Bubbles Past ( Chris Mayer)

Why hedge funds love SPACs ( Yahoo )