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The Single Greatest Edge

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MegaTrends

Mega Trend: India Tyres

Source: Equirus Research

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Links

Linkfest: 28 September, 2020

Some stuff I am reading today morning:

The reality behind Reliance’s retail rush (Mint)

LVB shareholders vote against top brass (BS)

Interview with Rajeev Thakkar (Morningstar)

May we live in interesting times (Dr. Hitesh Patel)

On the Franklin Templeton FIR (Manoj Nagpal)

What makes a startup a potential unicorn? (Dr. Sharma)

Correlations (Anand Sridharan)

Is Compound Interest over rated? (Ben Carlson)

Managing money seems so easy (Humble $)

Interview with Ray Dalio (Market Watch)

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TopClicks

Top Clicks on Alpha Ideas This Week

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

PMS Illustrated (AI)

Mega Trend: India FMCG (AI)

Vaccine?Not so fast (AI)

Innovana Thinklabs: CBI thinks 420 (AI)

Survival of the fittest (AI)

Ek Tha Builder (AI)

Is this the best time to buy property? (Forbes)

Why farmers are protesting against Farm Laws (Vivek Kaul)

How you can jeopardize your wealth creation (Mahesh Mirpuri)

On CAMS IPO (Mint) (My soundbite here)

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Links

Weekend Mega Linkfest: 26 September, 2020

Some off beat reads for the weekend:

What’s a trade secret in the field that you work in? (Reddit)

Lessons from 1 Million Covid-19 Deaths (Salma Khalik)

Gavin Baker on Technology (The Market)

We are all algorithms now (Andrew Sullivan)

Honour and shame in Pakistan (Mehr Tarar)

Forced conversion of minor girls in Pakistan (Naila Inayat)

Why I fled China (Matthew Carney)

Yogi Adityanath’s anti-Mughal stand (Aabhas Maldahiyar)

Dr. Manmohan Singh-India’s biggest Economic Blunder (Aparajit Bharat)

Judicial overreach in Arun Shourie case (Makarand Paranjape)

Mistakes I made with my money (Ankur Warikoo)

The #1 Fitness Tip: Be Rich (Indi Samarajiva)

Shopping Dilemma (J Mathrubootham)

Recommended Car Air Fresheners (Team BHP)

10 Hindi track to remember S.P. Balasubrahmanyam (Mint)