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Cartoon

Wisdom of the Crowds

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Chart

What global dominance looks like

Source : Credit Suisse
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ConferenceCall

Covid19 is positive for Diagnostics Chains

Source: Q4 FY2020 Earnings Call Transcript of Metropolis Healthcare Ltd

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Links

Linkfest: 09 July, 2020

Some stuff I am reading today morning:

MF Equity inflows at four year lows (BS)

Govt wants Place of Origin Tag by 01 August (Mint)

Interview with Raghuram Rajan (CNBC)

Stock Analysis: ADF Foods (Dr Vijay Malik)

Perfect Timing in Debt funds (MF Critic)

Inside China’s stock market frenzy (Bloomberg)

A tale of two markets (Seeking Alpha)

Tech Vs Everyone Else (Crossing Wall Street)

The danger of learning from your mistakes (Validea)

The Slack Social Network (Stratechery)

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Cartoon

Watch your step