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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)

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