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Linkfest:10 September, 2020

Some stuff I am reading today morning:

Happiest Mind’s IPO oversubscribed 151 times (Rediff)

The stock market is an absolute, raging mania (Stanley Druckenmiller)

Reliance Retails stake sale cycle begins (BS)

Indiabulls Housing Finance launches QIP (MC)

India’s August fuel consumption declines (Reuters)

Mumbai Flat owners slash rents for first time (MM)

Silver Lake bets big on India story (Mint)

The fight in India’s premium biscuits market (Forbes)

It was Masa the whole time ! (Ranjan Roy)

On Buffett’s $ 570 Million bet on Snowflake (BI)

Categories
Links

Linkfest: 09 September, 2020

Some stuff I am reading today morning:

Tech stocks lose more than 1 Trillion $ in market cap (CNBC)

Oxford Astra Zeneca Covid vaccine trial paused (IE)

Brent crude falls below $ 40 due to faltering demand (BS)

MFI delinquencies may surge (Rediff)

Cabinet approves Powergrid InvIT (Mint)

Stock Talk: CCL Products (Amey Kulkarni)

Think about your relationship with money (Of $ and Data)

Analyzing Amazon’s profits (Ben Evans)

The easy part of the economic recovery may be over (FiveThirtyEight)

What will happen with offices? (Stephen Schwarzman)

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Linkfest:08 September, 2020

Some stuff I am reading today morning:

China attacks India at Ladakh (IE)

ED arrests Chanda Kochar’s husband (Rediff)

Exhausted Indian doctors battle surging Covid cases (Reuters)

Inside Reliance Jio’s gameplan for 5G (Mint)

Kamath panel identifies 26 sectors for debt recast (BS)

eMobility Startup: Blu Smart (Techgraph)

Robinhoods of the Art world (MSN)

Tech=Unoriginal, lazy, consensus etc (Brosef)

The hard math of demography (Daily Reckoning)

On running a concentrated portfolio (AM)

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Links

Linkfest: 07 September, 2020

Some stuff I am reading today morning:

The Indian offensive to retake Chinese territory (SGL)

Foreign investors pour $ 6 Billion into India (BS)

India reports global daily record of Covid cases (Reuters)

Lessons for investors from HOEC’s legal wrangle (CNBC)

Page Industries fails Ethics test (Council on Ethics)

My business: Gone with Covid (Rediff)

Softbank is the ‘NASDAQ Whale’ that bought billions in options (CNBC)

Crashes happen (Mr. Zepczynski)

8 Personal Finannce lessons from Benjamin Franklin (AoM)

How much money is enough? (Common Sense)

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Links

Linkfest: 04 September, 2020

Some stuff I am reading today morning:

US stocks plunge (CNBC)

Markets are facing a ‘Minsky Moment’ collapse (CNBC)

SC protects borrowers from coercive action by banks (FE)

Why this Diwali will lack all sparkle (Mint)

Indian CDMO’s – Charts (Tankrich)

Epistemic Humility (Anand Sridharan)

Save like a pessimist, invest like an optimist (Morgan Housel)

China to sell 20% of its US Treasury holdings (ZH)

Indian MFs turn to global funds for better deal (BS)

Buy only term insurance (Monika Halan)