Categories
Links

Linkfest: 06 February, 2020

Some stuff I am reading today morning:

Is the true stats of Coranavirus deaths much higher? (Taiwan News)

India Inc in a cold sweat over Coronavirus (ET)

DMart launches mega QIP (MC)

Can IRCTC stock hold the steam? (BL)

Modi sets $5 Billion target for Defence Exports (Mint)

On the Vivad Se Vishwas scheme (BS)

Why 80C is important for a country like India (MF Guy)

A monster mean reversion-Energy Vs Tech (TRB)

Asimov’s laws of investing (Anand Sridharan)

Why is shorting stocks so difficult? (PragCap)

Categories
InvestorPresentations

Glaxo Pharma: What Wealth Destruction Looks Like

Source: Investor Presentation of GlaxoSmithKline Pharmaceuticals Ltd

Categories
MegaTrends

Mega Trend: Venture Capital Investments

Source: Benedict Evans

Categories
InvestorPresentations

What Wealth Creation Looks Like

Source: Investor Presentation of Titan Company Ltd

Categories
Links

Linkfest: 05 February, 2020

Some stuff I am reading today morning:

Greatest short squeeze of all time (TRB)

Elon Musk’s $ 50 Billion moonshot pay package (Bloomberg)

I-T Department clarifies on tax on Mutual Funds (MC)

HC proposes ban on NRIs buying houses in India (ET)

The curious mix of DHFL creditors (Mint)

Cipla’s American Odyssey (OB)

The problem of investing in cyclicals (AM)

US Retirement Funds are moving out of public markets into private markets (II)

China’s collapse has only begun (Daily Reckoning)

Learning from investing mistakes (Nicholas Vardy)