Linkfest: 14 July, 2020

Some stuff I am reading today morning:

Whats in store at RIL 43rd AGM? (BS)

GVK default may singe group firms (Rediff)

India Inc on China+1 (Balaji Vaidyanath)

Biocon Biologics to ramp up production of Itolizumab (Mint)

Avenue Supermarts rating ‘Sell’ (FE)

Stock Talk: Mayur Uniquoters (Value Pick)

Govt likely to rebalance CPSE ETF basket (CNBC)

Beware when stock analysts scream ‘Buy’ (Market Watch)

5 Thoughts about a world with no yield (Common Sense)

Haggling (A VC)


Meanwhile in China

Source: Barrons

Page A1 Indicator


Linkfest: 13 July, 2020

Some stuff I am reading today morning:

Qualcomm to invest in Jio Platforms (Mint)

What analysts are expecting in Reliance Industries AGM (CNBC TV18)

Stock market rally takes valuations to pre Covid levels (BL)

Covid-19 to hurt life insurance industry (FE)

HDFC Bank to probe lending practices at vehicle unit (Bloomberg)

Investors fume after Mutual Funds underperform FDs/PPF (RJ)

Notes from 2020 Annual Report of TCI Express (Kumar Saurabh)

PSU Stocks: Pride Or Prejudice ? (Gurpreet Singh)

The secretive Wall Street investor with Billion $ Medicine Cabinet (Forbes)

Bill Nygren 2Q2020 Market Commentary (Oakmark)


Top Clicks on Alpha Ideas This Week

Here are the most clicked items on Alpha Ideas this week:

TCS: Only 25% (AI)

Insecticides India: Pest Control Problem (AI)

Krishna, Balarama & IDFC First Bank (AI)

Delivery based volumes at lowest levels in June (BS)

Time to short? (Nooresh)

20 Potential bonus & split candidates (Ventura)

Wisdom of the crowds (AI)

What global dominance looks like (AI)

Get over it (AI)

The most expensive stock on Earth (TRB)