Categories
Links

Linkfest: 28 October, 2020

Some stuff I am reading today morning:

Paytm Money launches ETFs (CNBC)

Cement shares in demand (BS)

Just Dial Vs IndiaMart (FE)

Startup: RazorPay (Fortune)

How SpiceJet is relearning to fly (Forbes)

On Asset Turnover Ratios (Dr. Vijay Malik)

Wall Street Elites & China (Anantha Nageswaran)

I hope I haven’t done anything stupid today (Anand Sridharan)

A new paradigm for Value Investing (Aswath Damodaran)

University Endowment gets sued for lagging S&P 500 (Institutional Investor)

Categories
Observations

Topping Out Indicator

Hat Tip : U No Hoo

When the Promoter tweets about his co’s stock price…

Source : M&M Annual Report 2019-20
Categories
MegaTrends

Mega Trend : India Online Retail

Source : FT
Categories
Links

Linkfest: 27 October, 2020

Some stuff I am reading today morning:

China starts selling Vaccine in China (BBC)

Oxford Covid-19 Vaccine raises hopes (BS)

India, US clinch defence pact (Reuters)

PVR Cinemas: House Empty, Future Bleak (Manu Rishi Guptha)

What I’ve learnt over last 15 years of investing (Lalit Keshre)

Interview with Ray Dalio (Big Picture)

4 Reasons why Value Investing hasn’t worked in the last decade (Aswath Damodaran)

How Kurkure kept its crunch for 20 years (Forbes)

The End of Insurance (Marc Rubinstein)

The thing about sunk costs (Seth Godin)

Categories
Excerpts

There is No Alternative

Source : WSJ