Author: Raoji

Some stuff I am reading today morning :

Pharma stocks are on fire ( Mint )

Johnson & Johnson will have Coronavirus Vaccines by 2021 ( NY Post )

Relief for discoms will hit NTPC ( FE )

Relief for e Commerce players ( TOI )

Layoffs in media ( Money Life )

We have all stopped our SIP ( Subramoney )

In Real Life ( A VC )

How Private Equity is winning the coronavirus crisis ( Vanity Fair )

The next leg down will involve credit cards ( TRB )

US economy is seeing horrific job losses ( CNBC )

Some stuff I am reading today morning :

Asian Paints flags cash flow problems ( Money Life )

Exports fall at fastest pace in 25 years ( BS )

Real returns from FDs remain negative ( FE )

Interview with Saurabh Mukherjea ( ET )

How to know if promoters are losing commitment to the company ( Dr Vijay Malik )

Latest Memo : Knowledge of the Future ( Howard Marks )

Coronavirus Clarity ( Stratechery )

Bitcoin’s guardian angel ( Forbes )

Podcast : Value Investing in times of deep distress ( Apple )

Hunger or Disease ? ( Ruchir Sharma )