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Excerpts

Softbank as Snowflake

Source : FT
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Links

Linkfest: 09 September, 2020

Some stuff I am reading today morning:

Tech stocks lose more than 1 Trillion $ in market cap (CNBC)

Oxford Astra Zeneca Covid vaccine trial paused (IE)

Brent crude falls below $ 40 due to faltering demand (BS)

MFI delinquencies may surge (Rediff)

Cabinet approves Powergrid InvIT (Mint)

Stock Talk: CCL Products (Amey Kulkarni)

Think about your relationship with money (Of $ and Data)

Analyzing Amazon’s profits (Ben Evans)

The easy part of the economic recovery may be over (FiveThirtyEight)

What will happen with offices? (Stephen Schwarzman)

Categories
Chart

The key driver of Long Term Stock Performance

Categories
Exchange Filings

KKR Investments in India

Source: Exchange Filings of India Grid Trust

Categories
Links

Linkfest:08 September, 2020

Some stuff I am reading today morning:

China attacks India at Ladakh (IE)

ED arrests Chanda Kochar’s husband (Rediff)

Exhausted Indian doctors battle surging Covid cases (Reuters)

Inside Reliance Jio’s gameplan for 5G (Mint)

Kamath panel identifies 26 sectors for debt recast (BS)

eMobility Startup: Blu Smart (Techgraph)

Robinhoods of the Art world (MSN)

Tech=Unoriginal, lazy, consensus etc (Brosef)

The hard math of demography (Daily Reckoning)

On running a concentrated portfolio (AM)