Categories
Links

Linkfest:08 September, 2020

Some stuff I am reading today morning:

China attacks India at Ladakh (IE)

ED arrests Chanda Kochar’s husband (Rediff)

Exhausted Indian doctors battle surging Covid cases (Reuters)

Inside Reliance Jio’s gameplan for 5G (Mint)

Kamath panel identifies 26 sectors for debt recast (BS)

eMobility Startup: Blu Smart (Techgraph)

Robinhoods of the Art world (MSN)

Tech=Unoriginal, lazy, consensus etc (Brosef)

The hard math of demography (Daily Reckoning)

On running a concentrated portfolio (AM)

Categories
Quotes

Don’t hide here

Source: Brandon Beylo

-Terry Smith
Categories
IPO

What Retail Euphoria looks like

Amazing retail response on Day 1 of the IPO.

Categories
Links

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)

Categories
TopClicks

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)