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Once there was a AAA rated Co
Author: Raoji
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Linkfest:09 June, 2020
Some stuff I am reading today morning:
Beware the ‘bull trap’ in a bear market (BS)
Mall owners reluctant to drop rents (FE)
Interview with Uday Kotak (Forbes)
Migrants eye an return to cities (Mint)
NSE shutters NOW (BL)
Equity MFs inflow hit 5 month low in May (Rediff)
Rakesh Jhunjhunwala’s ‘ The mother of all bull runs’ (Rahil Jasani)
Inflection Point? (Humble $)
Rip Van Winkle and the Stock Market (Wisdom Tree)
Tail Risk Hedging (Verdad Cap)
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Linkfest: 08 June, 2020
Some stuff I am reading today morning:
95% of all stocks have gained since May 18 (BS)
Emerging Market rally seems unstoppable (Mint)
RBI admits it may take more than a year to recover (Latha Venkatesh)
Uday Kotak tells India Inc what to do (FE)
Another day, another cheque for Jio (ET)
Stocks Analysis: HLE Glascoat Equipment (Kiran D)
The time for gold has come (Manish Bhandari)
Covid19: Self Assured Destruction in the US (Epsilon Theory)
Sustainable investing is set to surge (CNBC)
Permanent Assumptions (Morgan Housel)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
Sunteck Realty: Inventory > Market Cap (AI)
The coming boom in Telecom (AI)
India’s dream factory is turning into a nightmare (Mint)
Piyush Goyal’s warning to realtors (Rajiv Mehta)
Interview with former Bharti Airtel CEO Sanjay Kapoor (Niraj Shah)
Indo Borax: Side Hustle (AI)
Market, what market? (AI)
Why we are selling Berkshire (Bill Ackman)
The largest ever physical transfer of gold (ZH)
India’s yield curve looks bad (Andy Mukherjee)
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Weekend Mega Linkfest: 05 June, 2020
Some off beat reads for the weekend:
George Soros Vs Modi (You Tube)
Gossip: Fake Tak (Sameet Thakkar)
Hong Kong was never really British (RT)
Turkey is winning in Libya (Al Jazeera)
Police Vs Protestors in the US (T Greg Doucette)
Mahadeva as Nataraja (Srikanta Krsnamacharya)
Karakoram : A high altitude travel diary (You Tube)
History lessons from Galwan (Claude Arpi)
Climate change will make this century even worse (Indi Samarajiva)
One idea (J Mathrubootham)
Why my black parents were so strict (Atlantic)
The power of crowds (Guardian)
How Vivek Mahbubani became the funniest person in Hong Kong (SCMP)
JJ Murphy: Kerala’s rubber man (LHI)
Obituary: Basu Chatterjee (Mint)