Author: Raoji

Some stuff I am reading today morning:

Facebook invests in Reliance Jio Platform (NSE)

The Crude episode and the risk of running a brokerage business (Nithin Kamath)

Brokers planning to drag MCX into court (BS)

Lockdown is a solution looking for a problem (Rajiv Bajaj)

Covid-19: A pessimistic view (Subramoney)

Covid Capitalism is flirting with socialism (Puja Mehra)

World risks ‘biblical’ famines due to pandemic (BBC)

The Fed can’t print gold (BofA)

The Practice of Value Investing (Li Lu)

Marketing class with Jim Senegal, Founder of Costco (Paige Doherty)

Some stuff I am reading today morning:

Oil prices turn negative for the first time in history (BS)

How Digi Lenders are bracing for Covid Impact (ET)

China urges India to review FDI move (HT)

1000 foreign firms mull production in India (BT)

Should I invest in International Funds? (MF Guy)

Markets haven’t factored in second wave of Corona Virus (CNBC)

The Stock Market is not your benchmark (Common Sense)

Stocks could fall 50% from Feb Highs (Elliot)

…Wait, Value Managers did what? ! (Wisdom Tree)

1Q 2020 Letter to Investors (Tweedy Browne)