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Buffett on Fang Stocks
Author: Raoji
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Linkfest: 04 August, 2020
Some stuff I am reading today morning:
Russia sets mass vaccination for October (NYTimes)
India-China border faceoff intensifies (BS)
Ambanization of Nifty 50 (Nooresh)
Garware casts its net wide (Fortune)
Profile : Rebel Foods (Forbes)
On Sovereign Gold Bonds (FE)
Why Microsoft wants TikTok (Verge)
The most lopsided days (Irrelevant Investor)
Off the Charts (Barry Ritholtz)
On framing bias (TRB)
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GE Shipping: Cash> Market Cap
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Linkfest: 03 August, 2020
Some stuff I am reading today morning:
July sales hint at auto sector revival (Hindu)
Mumbai property registration gathers pace (ET)
WhatsApp a step closer to pay play (Mint)
Interview with Biocon Biologics CFO Chinappa MB (FE)
Meet Sharad Shah, Short Seller (Santosh Nair)
Contrarian Investing in Cyclicals (Jiten Parmar)
Stock Analysis: Honeywell Automation India Ltd (Dr Vijay Malik)
Its August.Now What? (Michael Santoli)
On SPACs (Howard Lindzon)
The dethroning of the US $ (Katusa)
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Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas this week:
Zuckerberg on Jio (AI)
Deepak Parekh on Commercial Real Estate (AI)
Warren Buffett pulled off the greatest trade ever (AM)
Better than India (AI)
What is gold telling us (Luke Gromen)
How rich people go broke (Common Sense)
Inside the Hinduja family feud (Forbes)
Investors lead the rush back into India’s offices (Reuters)
2020 is 1890 (AI)
Chart: API Exports (AI)