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Chart

Not just Digital Behemoths

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Chart

Jahan EM, Wahan Hum

Source : FT
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Links

Linkfest : 25 November, 2020

Some stuff I am reading today morning :

RBI rejects Muthoot’s proposal to acquire IDFC AMC ( FE)

Alibaba, Alipay banned in India (MC)

Dow cracks 30,000 ( BS)

The FOMO is back ( Howard Lindzon )

Is Tesla the next Yahoo? ( Nicholas Vardy )

Terry Smith on investing in tobacco stocks (DGI )

The changing face of a bank branch (Rediff )

How Venture Capitalists are deforming Capitalism (New Yorker )

We end our lives as value stocks ( Nick Maggiulli)

Why I invested in Metromile ( Chamath Palihapitiya )

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Cartoon

Sensex at All Time Highs

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MegaTrends

Mega Trend : Solar

Source : CLSA Research