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PMS

PMS Illustrated

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Links

Linkfest: 25 September, 2020

Some stuff I am reading today morning:

Markets Crash: Investors lose 11.3 L Cr in 6 days (Rediff)

Tarak Patel explains the GMM OFS (CNBC)

Tata Consumer to bid for Coffee Day’s vending biz (Mint)

Harley Davidson to quit India (BS)

The journey of CAMS (Deep Gandhi)

Early Stage Fund: 3one4 Capital (Forbes)

What makes great companies great (Novel Investor)

Put your portfolio on autopilot (Portfolio Charts)

TikTok and the new American Capitalism (Ranjan Roy)

Interview with Marc Cuban (David Rubenstein)

Categories
Observations

Why FIIs are selling

Source:FT
Categories
FMCG MegaTrends

Mega Trend: India FMCG

Source: Investor Presentation of ITC Ltd

Categories
Links

Linkfest: 24 September, 2020

Some stuff I am reading today morning:

Parliament passes Labour Laws (FE)

A new era for the Tata Group (IIAS)

Swiggy turns to hyper local (Mint)

Stock Talk: Manorama Industries (Forbes)

How you can jeopardize your wealth creation (Mahesh Mirpuri)

Interview with Alphabet CFO Ruth Porat (Davin Rubenstein)

A few rules (Morgan Housel)

How much lifestyle creep is OK? (Nick Maggiulli)

Why does everyone hate tail risk hedgers? (Institutional Investor)

A sceptical look at ESG (Aswath Damodaran)