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Linkfest: 03 August, 2020

Some stuff I am reading today morning:

July sales hint at auto sector revival (Hindu)

Mumbai property registration gathers pace (ET)

WhatsApp a step closer to pay play (Mint)

Interview with Biocon Biologics CFO Chinappa MB (FE)

Meet Sharad Shah, Short Seller (Santosh Nair)

Contrarian Investing in Cyclicals (Jiten Parmar)

Stock Analysis: Honeywell Automation India Ltd (Dr Vijay Malik)

Its August.Now What? (Michael Santoli)

On SPACs (Howard Lindzon)

The dethroning of the US $ (Katusa)

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Weekend MegaLinkfest: 31 July, 2020

Some off beat reads for the weekend:

The Panopticon is already here (Atlantic)

The American Caste System (Guardian)

My mid-life crisis as a Russian sailor (Outside)

An unexpected visit to Pakistan (Team BHP)

Spoof: Biden’s VP shortlist (Onion)

Can masks kill you while running? (BI)

Our PM and CMs are puppets of the IAS (TOI)

Burnt Sugar (Avni Doshi)

The Sudden Change (Qais Akbar Omar)

The truth about Allah Baksh Samroo (True Indology)

A thread on Roman Treasure (Gareth Harney)

White Mughals, Whitewashing, Whitesplaining (First Post)

History of India’s Chola Empire (Thought)

Hitler never used Swastika (Swarajya)

On the Moplah Riots (Sunday Guardian)

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Links

Linkfest: 31 July, 2020

Some stuff I am reading today morning:

RIL’s pre-tax profit dips 40% (BS)

Big Tech rack up record profits (Market Watch)

Fed is infantilizing investors (Seth Klarman)

Will market coupling destroy the IEX monopoly? (Candor)

Indigo sets its sights on liquidity (Mint)

Adani group enters new sectors (Forbes)

How rich people go broke (Common Sense)

Is Systematic Value dead? (Larry Swedroe)

Kodak stock up 2000% in a day (InvestmentU)

Buffett pulled off the greatest trade ever (AM)

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Links

Linkfest:30 July, 2020

Some stuff I am reading today morning:

Maruti Suzuki posts first loss in 17 years (BS)

Auditors raise concern about Spicejet’s ability to survive (Mint)

Yes Bank takes possession of Anil Ambani’s HQ (CNBC)

3 Oil Majors in race for BPCL (Rediff)

Fed holds interest rates steady (CNBC)

Gold: 11% Annualized returns in 41 years (Free Fincal)

Statement to US Congress by Jeff Bezos (Amazon)

When fundamentals don’t matter (Validea)

Is the Crypto rally for real? (A VC)

The Ugly Scramble (Morgan Housel)

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Links

Linkfest: 29 July, 2020

Some stuff I am reading today morning:

Qatar eyes $1.5 Billion stake in Jio Fiber (Mint)

Equity Mutual Funds may witness monthly outflows (BS)

Investors lead rush back to India’s offices (Reuters)

New changes in Form 26AS (Free Fincal)

Entrepreneurs needed for tackling the Climate Crisis (Vinod Khosla)

Nobody has time for Patience (Common Sense)

You don’t need Alpha (Of $ and Data)

Why SPACs are the new IPO (Marker)

Private Equity captures rather than create value (Newsweek)

Good things taken too far (Morgan Housel)