Some stuff I am reading today morning:
Xi Jinping is humiliated by India (Newsweek)
China laying fibre optic cables at border (BS)
Toyota halts India expansion blaming taxes (Mint)
S&P expects India’s economy to contract by 9% in Fiscal 2021 (Reuters)
On Jio Financial Services (Liberated Soul)
More market pain is coming (Trading Nation)
NASDAQ’s internal momentum is waning (Sentiment Trader)
Ben Graham was a Quant (Anish Teli)
Tailwinds > Moats (Sajith Pai)
Interview with Terry Smith (AM)
As a kid, I was into body building and Arnold was our idol.
But I guess the greatest lesson , I learnt from him came in this Reddit exchange- No one is self-made, no one succeeds alone- we all need help and become successful due to others.
Some stuff I am reading today morning:
SEBI issues clarification on MultiCap MFs (BS)
FPIs pull out money due to China tensions (BS)
China is unlikely to uphold its side of truce bargain (Mint)
Stock Analysis: ITC (Manish Jain)
Stock Talk: Jubilant Foodworks (Big Investor)
Mumbai’s real estate industry should introspect its Pepsi experiment (Vishal Bhargava)
Oracle poised to become Tik Tok’s US partner (CNBC)
Yes, its a Tech Bubble (Inc)
Playing dumb (Humble $)
Most stocks suck (Irrelevant Investor)
Here are the most clicked items on Alpha Ideas this week:
GAEL: Astounding Acquisition (AI)
What Retail Euphoria looks like (AI)
The key driver of long term stock performance (AI)
KKR Investments in India (AI)
Redemption Red Flag (AI)
IB Ventures: Bull Talk (AI)
Page Industries fails Ethics test (Council on Ethics)
My business gone with Covid (Rediff)
The hidden story of the Indian offensive (SGL)
Mumbai flat owners slash rents for first time (MM)
