Linkfest:07 July, 2020

Some stuff I am reading today morning:

Delivery based volumes at lowest levels (BS)

Time to short? (Nooresh Merani)

Amazon, Google face tough times in India’s eCommerce draft policy (ET)

Shriram Transport fixes rights issue price at 570 Rs/share (Mint)

Notes from 2020 Annual Report of Ajanta Pharma (Kumar Saurabh)

Craft is Culture (Alex Danco)

China told citizens to buy stocks (CNBC)

A fresh look at Buffett’s business model (FA)

The most expensive stock on Earth (TRB)

The US elections is a toss-up (DR)


Linkfest: 06 July, 2020

Some stuff I am reading today morning:

India may hike customs duties (FE)

Covid cases at factories leaves India Inc in a bind (Mint)

Jewellers start melting new ornaments to pare inventory (BS)

Notes from 2020 Annual Report of Syngene Internatioanl (Kumar Saurabh)

The story of Parle-G (Atlantic)

The Gold Breakout (TRB)

The playing field (Graham Duncan)

Public frenzy and Private Caution (Semil Shah)

Peter Bernstein’s checklist for growth companies (Novel Investor)

What is a dividend trap? (Dividend Guy)


Linkfest: 03 July,2020

Some stuff I am reading today morning:

Now Intel invests 1,894 Cr in Reliance Jio (BSE)

KKR to buy JB Chemicals (ET)

Investors feel bulletproof again (DR)

10 Semi Controversial Traits of the best stocks (Seeking Alpha)

Stocks are the default choice in a world of bad options (Aaron Brown)

On tail risk hedging (Institutional Investor)

On the Magazine Indicator (Nicholas Vardy)

20 Profitable Warehouse businesses in India (MIA)

US jobless numbers may not tell full story (NYTimes)

Triple shock hits Saudi Economy (CNBC)


Linkfest: 02 July, 2020

Some stuff I am reading today morning:

CBI arrests GVK Promoters (Mint)

RBI outlines conditions for relief package for NBFCs (ET)

Why sharp rise in GST doesn’t mean green shoots in economy (FE)

Govt plans to sell 10% stake in Mishra Dhatu Nigam (FE)

Strong margins add sparkle to BEL (Mint)

Indigo starts layoffs (MC)

Stocks SBI MF is heavily betting on (ET)

Income Tax department extends 5 new deadlines (BS)

Should you invest in Asset Management Cos? (Ventura)

When should you sell your stocks? (Fortune)


Linkfest: 01 July, 2020

Some stuff I am reading today morning:

PMGKAY extended till Nov for 80 Cr Indians (FE)

Carlyle to acquire 25% stake in Airtel’s Data Centre Business (BS)

Sector Talk: 2 Wheelers (Baidik Sarkar)

Notes from HUL AGM (Forbes)

How Patanjali’s magic didn’t work on Covid (Mint)

How YKK dominated the world zippers market (Palak Zatakia)

Russell Napier: Inflation is coming (WoW)

Why is Gold Valuable? (Of Dollars & Data)

Jack Bogle was wrong about ETFs (Morningstar)

Human IPO wants you to buy shares in regular people (Hustle)