Some stuff I am reading today morning:
FM’s Atma Nirbhar Presentation – Part I ( BL)
FM’s big bang package for MSMEs (BS)
Will 2020 be a year of reforms? ( ET)
Power discoms get 90,000 Cr liquidity lifeline (Mint)
The remaking of Indian Capitalism (Marcellus)
Mathematics of Investing (Anand Sridharan)
Interview with David Tepper (CNBC)
The misuse of market valuation (Validea)
Paul Tudor Jones & Stanley Druckenmiller interview (AM)
Location & Work (A VC)
Some stuff I am reading today morning:
Full text of PM Modi’s speech to the nation (PIB)
On PM Modi’s Rs Trillion Stimulus (BS)
Anil Agarwal wants to delist Vedanta (ET)
Why ReNew Power wants to sell its assets in Karnataka (FE)
Govt readies a power sector package (Mint)
Howard Mark’s Latest Memo (OakTree Capital)
Value Investing is immortal (TRB)
On how PE firms mark their portfolios to market (Preston Swain)
Don’t believe the Happy Talk (Daily Reckoning)
Gold & Silver Miners to be the next Dot Com Bubble ( David Hunter)
