Alpha Ideas

Some stuff I am reading today morning:

Byte Dance in talks with Reliance for investment in TikTok (Reuters)

Migrant Workers: Between a rock and a hard place (Forbes)

China’s days as world factory are over (BS)

Pandemic may alter theatre-digital window (Mint)

How to protect investors from stock brokers (Debashis Basu)

Five most irrelevant facts about stock investing (Safal Niveshak)

Uber may shut down in California (NBC)

Expiring Vs Permanent Skills (Morgan Housel)

Online Lending: The Good, the Bad, the Ugly (Net Interest)

Selling your time (Seth Godin)

Some stuff I am reading today morning:

Gold, Silver, Bonds hit as liquidity trade unwinds (ZH)

Mutual Funds face a moment of truth (Mint)

Aurobindo Pharma bets big on biosimilar business (FE)

Interview with Kenneth Andrade (Morningstar)

Rakesh Jhunjhunwala’s on Titan Earnings Call (FE)

PPF Vs Gilt Mutual Funds (Free Fincal)

Why US $ will remain the world’s anchor currency (Sanjeev Sanyal)

Ant Financial: The world’s largest financial services firm (Net Interest)

Q2 2020 Letter to Investors (Tweedy Browne)

Dawg on the Wall (Prof Galloway)