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Chart

What a 40 year Bull Run looks like

Source : CLSA Research
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Links

Linkfest : 10 January, 2020

Some stuff I am reading today morning :

PM Modi takes charge of budget ( Narendra Modi )

PayTM faces it’s moment of Truth ( Mint )

HCL Tech’s Trump Card ( OB )

Stock Analysis : India Nippon Electricals Ltd ( Dr Vijay Malik )

The reckoning is coming for Tesla ( Jawad Mian)

Nobel laureates bat for wealth tax in India ( CNBC )

Fintech will help unlock Bharat ( Forbes)

Why India’s restaurants struggle with profitability ( Qz)

Secondary lessons from The Intelligent Investor ( Novel Investor )

Patient Capital : How long is the long run ? ( Seth Godin )

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Tweets

Two Winners Take All

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Tweets

Huge & Fast

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Links

Linkfest : 09 January, 2020

Some stuff I am reading today morning :

Remarks by President Trump on Iran ( White House )

Mutual Fund SIPs climb to a record ( Mint )

15,000 people quit Axis Bank ( ET )

The only auto co to register growth in 2019 ( ET )

The microfinance crisis in Assam ( Scroll )

Notes from the Wealth Forum Meet ( Subramoney)

Interview with Sundaram Home Finance MD ( Wire )

Buy stocks that are in the second innings ( Peter Lynch )

5 Investing Lessons from 5 Investing Pros ( Validea)

What I believe least ( Morgan Housel )