Categories
Links

Linkfest: 17 June, 2020

Some stuff I am reading today morning:

State GST shortfall may be 80,000 Cr (FE)

Q1 Advance Tax falls 76% (BS)

The pitfalls of ESOPs at startups (Mint)

Why I disagee with Deepak Parekh (Akhil Saraf)

On India’s first gas exchange (IE)

The Overnight Return anomaly (AA)

25% of all US restaurants will go out of business (Bloomberg)

Stocks only go up (Daily Reckoning)

3 Reasons to sell a stock (Buffett)

Letter to shareholders (Brookfield)

Categories
Excerpts

Mr. Macro

Hat Tip : Jawad Mian

Categories
Letters

Letter to the Editor

Source : FT
Categories
Chart

Bharti Airtel: What a 12 Year Consolidation Looks Like

Source: Screener

Categories
Links

Linkfest: 16 June, 2020

Some stuff I am reading today morning:

SBI Life OFS’ retail portion undersubscribed (BS)

139 Million Indians likely to run out of savings by month end (Mint)

Bus segment staring at defaults (FE)

Stock Analysis: Rain Industries Ltd (Dr. Vijay Malik)

Technical View: Fertilizers (Nooresh Merani)

The US financial system could be on the cusp of collapse (Atlantic)

Who’s driving the stock market? (Irrelevant Investor)

Difficult to break the China habit (NY Times)

Same as it ever was (Morgan Housel)

Hertz Stock Offering : Unheard of (TRB)