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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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Links

Linkfest: 25 September, 2020

Some stuff I am reading today morning:

Markets Crash: Investors lose 11.3 L Cr in 6 days (Rediff)

Tarak Patel explains the GMM OFS (CNBC)

Tata Consumer to bid for Coffee Day’s vending biz (Mint)

Harley Davidson to quit India (BS)

The journey of CAMS (Deep Gandhi)

Early Stage Fund: 3one4 Capital (Forbes)

What makes great companies great (Novel Investor)

Put your portfolio on autopilot (Portfolio Charts)

TikTok and the new American Capitalism (Ranjan Roy)

Interview with Marc Cuban (David Rubenstein)

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Links

Linkfest: 24 September, 2020

Some stuff I am reading today morning:

Parliament passes Labour Laws (FE)

A new era for the Tata Group (IIAS)

Swiggy turns to hyper local (Mint)

Stock Talk: Manorama Industries (Forbes)

How you can jeopardize your wealth creation (Mahesh Mirpuri)

Interview with Alphabet CFO Ruth Porat (Davin Rubenstein)

A few rules (Morgan Housel)

How much lifestyle creep is OK? (Nick Maggiulli)

Why does everyone hate tail risk hedgers? (Institutional Investor)

A sceptical look at ESG (Aswath Damodaran)

Categories
Links

Linkfest:23 September, 2020

Some stuff I am reading today morning:

India-China Joint Statement (Shiv Aroor)

Shapoorji Pallonji agrees to exit Tata Sons (Mint)

Micro Loans disbursement falls 96% in Q1 (FE)

Murugappa family feud intensifies (BS)

Jio’ s latest plans intensifies price war (CNBC)

Interview with Atul Suri (RJ)

Is this the best time to buy Property? (Raj Khosla)

How Alpha becomes Beta (Larry Swedroe)

The easiest thing in investing (Irrelevant Investor)

On Stock Exchanges (Marc Rubinstein)

Categories
Links

Linkfest: 22 September, 2020

Some stuff I am reading today morning:

Stocks sell off globally (CNBC)

On the CAMS IPO ( Mint) (My sound bite here)

The most outrageous OFS by GMM Pfaudler (BSE)

Why farmers are protesting the Farm Laws (Vivek Kaul)

How big a drawdown can you survive? (TRB)

The work from home backlash is here (Common Sense)

Just say No to private investments (Humble $)

On Cyclical Stocks (Matthew Makowski)

Are you a Bull, a Bear or a Pig? (Anil Vohra)

Staking as a way to generate passive income (FE)