Linkfest: 18 May, 2020

Some stuff I am reading today morning:

Now farmers can finally breathe (Deccan Herald)

Markets disappointed with FM’s package (ET)

Will Reliance’s 20 Year Big Tech Pivot succeed? (A Junior VC)

Two SME Stocks ( Dhruva Pandey)

Paradise Lost: The exodus from Gulf (Mint)

Lockdown Economics & Pandemic Policy (Dr Virmani)

Interview with George Soros (Project Syndicate)

Investing in a crisis (Bill Nygren)

In Flew Enza (Albert Bridge Capital)

Get ready for the commercial real estate apocalypse (Medium)


Weekend Mega Linkfest: 15 May, 2020

Some off beat reads for the weekend:

The Strategic Implications of Indian Corruption (The Diplomat)

What happened in Maharashtra Politics in Oct-Nov 2019 (Sameet Thakkar)

The Conspiracy Theorists are winning (Atlantic)

The racist NY Times (Indi Samarajiva)

Was Sweden right? (Guardian)

A brief history of Islam in China (SCMP)

Hugging China hasn’t done us any favours (Spectator)

I don’t want to return to normal (Dr. Lisa McKenzie)

Nakba Day (Al Jazeera)

On Swami Chinmayananda (Sheshapatangi)

History: Malik Kafur’s Betrayal (LHI)

Nehru & Sardar Patel (Mint)

The anti-India, anti-Hindu and racist Charles Dickens (Sai Priya)

Just sip and flip (J Mathrubootham)

Why Copper is good at killing viruses (Smithsonian)


Linkfest: 15 May, 2020

Some stuff I am reading today morning:

Highlights from FM’s press conference yesterday (FE)

Who will rescue the Public Sector Banks? (MC)

MFIs to benefit from FM’s measures (Mint)

Indian steel makers double down on exports (Mint)

Is Reliance beating its Cost of Capital? (Zaid Munshi)

US planning move to manufacture essential drugs in US (CNBC)

The lesson of history (Peter Bernstein)

A key lesson about Trading (JFA)

Why assets will crash (DR)

Interview with Stanley Druckenmiller (ECNY)


Linkfest: 14 May, 2020

Some stuff I am reading today morning:

FM’s Atma Nirbhar Presentation – Part I ( BL)

FM’s big bang package for MSMEs (BS)

Will 2020 be a year of reforms? ( ET)

Power discoms get 90,000 Cr liquidity lifeline (Mint)

The remaking of Indian Capitalism (Marcellus)

Mathematics of Investing (Anand Sridharan)

Interview with David Tepper (CNBC)

The misuse of market valuation (Validea)

Paul Tudor Jones & Stanley Druckenmiller interview (AM)

Location & Work (A VC)


Linkfest: 13 May, 2020

Some stuff I am reading today morning:

Full text of PM Modi’s speech to the nation (PIB)

On PM Modi’s Rs Trillion Stimulus (BS)

Anil Agarwal wants to delist Vedanta (ET)

Why ReNew Power wants to sell its assets in Karnataka (FE)

Govt readies a power sector package (Mint)

Howard Mark’s Latest Memo (OakTree Capital)

Value Investing is immortal (TRB)

On how PE firms mark their portfolios to market (Preston Swain)

Don’t believe the Happy Talk (Daily Reckoning)

Gold & Silver Miners to be the next Dot Com Bubble ( David Hunter)