Hat Tip : UM
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Trillion $ Question
Author: Raoji
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Linkfest: 11 August, 2020
Some stuff I am reading today morning:
Global coronavirus cases hit 20 Million (Reuters)
If not for restructuring, Bank NPAs would be at a 20 year high (Rediff)
Equity MFs see first outflows since 2016 (HT)
AAI puts Go Air on Cash & Carry mode (CNBC)
SC questions Govt over recovery of AGR dues (Mint)
DGTR recommends duties on Stainless Steel Imports (MC)
HDFC Bank’s new chief will have to rebuild trust (Forbes)
Stock Talk: Healthcare Global Enterprises (Gurpreet Singh)
Interview with Joel Greenblatt (AM)
Why is everyone buying gold? (Ruchir Sharma)
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What Alpha Looks Like
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Linkfest: 10 August, 2020
Some stuff I am reading today morning:
SC hearing on AGR dues today (Mint)
Atma Nirbhar Bharat in Defence (TOI)
Who gains from RBI’s diktat on current accounts? (Latha Venkatesh)
Stock Talk: RBL Bank (FE)
SEBI scrutinizes ABB Power’s offer price (Mint)
US Big Tech concerned over India’s data regulations (CNBC)
The one number that really matters (TEBI)
What drives the price of gold? (Irrelevant Investor)
On hindsight bias (Novel Investor)
Interview with Bill Gates (Wired)
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Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas this week:
Meet Sharad Shah, Short Seller (Santosh Nair)
Say Bye Bye to CASA (AI)
PSP Projects: What a Flexible Cost Structure Looks Like (AI)
GE Shipping: Cash > Market Cap (AI)
The Ambanization of Nifty 50 (Nooresh)
Buffett on FANG Stocks (AI)
Lemon Tree Hotels: Converting Lemons into Lemonade (AI)
Tata Motors prepare to sell their passenger car business (Money Life)
Startup Story: Rebel Foods (Forbes)
Sign of things to come? (AI)