Source: Brandon Beylo
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Don’t hide here
Source: Brandon Beylo
Author: Raoji
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What Retail Euphoria looks like
Amazing retail response on Day 1 of the IPO.
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Linkfest: 07 September, 2020
Some stuff I am reading today morning:
The Indian offensive to retake Chinese territory (SGL)
Foreign investors pour $ 6 Billion into India (BS)
India reports global daily record of Covid cases (Reuters)
Lessons for investors from HOEC’s legal wrangle (CNBC)
Page Industries fails Ethics test (Council on Ethics)
My business: Gone with Covid (Rediff)
Softbank is the ‘NASDAQ Whale’ that bought billions in options (CNBC)
Crashes happen (Mr. Zepczynski)
8 Personal Finannce lessons from Benjamin Franklin (AoM)
How much money is enough? (Common Sense)
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Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas this week:
Is Real Estate the next Pharma? (Jatin Khemani)
Kilpest India: Curb your enthusiasm (AI)
GDP Contraction is under estimated (AI)
Lasa Super Generics: Super Customer (AI)
Why China is angry with India (India Today)
China warns India (Global Times)
Cyclical Compounders (AI)
Most valuable US unicorns (AI)
Why investors should stay away from Future Group (Jakes)
Buy only term insurance (Monika Halan)
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Weekend Mega Linkfest: 04 September, 2020
Some off beat reads for the weekend:
The rise of Mohammed Bin Salman in 10 steps (Times UK)
The ‘Crore Commanders’ of Pakistan Army (Sushant Sareen)
The race to build a desi super app (Haresh Chawla)
How a 1 Million $ plot to hack Tesla failed (MIT Review)
Cancel Culture runs amok in US Colleges (Cabot Phillips)
America’s is a shithole now (Indi Samarajiva)
The challenge of Marxism (Quillette)
What’s Ghazwa-e-Hind? (Tarek Fatah)
Onam is Vamana Jayanti (True Indology)
My brother-in-law, the gift that never stops giving (Shiv Ramdas)
You think you know who you are? Prove it. (Greg Campion)
Who is the real Mohammad Amir? (Osman Samiuddin)
Secrets of Mumbai’s medieval past (LHI)
The finest PM India never had ( Rasheed Kidwai)
Obituary: Pranab Mukherjee (Bibek Debroy)