Category: Links

Some stuff I am reading today morning:

RM Rajnath Singh’s statement on China Conflict (Swarajya)

The stock market’s extreme reliance on RIL (BS)

Covid-19 lockdown proves a blessing for DTH providers (Ultra)

Startup Investors may get tax sops (Mint)

Investing Axioms (Anand Sridharan)

On Income Producing Assets (Of $ and Data)

The German Bank paradox (Marc Rubinstein)

One person’s growth stock is another person’s value stock (Marathon)

A tale of two recessions (Politico)

What is a covered call strategy? (Free Fincal)

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)

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)

Some stuff I am reading today morning:

Indo-China Joint Press Statement (MEA)

SC extends loan moratorium till 28 September (Mint)

Zomato plans IPO (Rediff)

Long Term Stock Exchage opens (Protocol)

Investment Memos on our successful investments (Bessemer Ventures)

How to avoid investing sabotage (Jody Chudley)

I hope this inspires you (Ian Cassel)

Robinhood & how to lose money (Ranjan Roy)

Corrections happen (Barry Ritholtz)

An endless responsibility (TRB)