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Weekend Mega Linkfest: 28 August,2020

Some off beat reads for the weekend:

The case of the top secret iPod (Tidbits)

Gandhis win, Congress loses (Harish Khare)

Fort Modi is impregnable (Shekhar Gupta)

This is how Biden loses (Atlantic)

China’s expansionism enters dangerous phase (The Hill)

The true story of Lee Kuan Yew’s Singapore (Palladium)

Parsis in Hong Kong (SCMP)

Dawood Ibrahim is Pakistan’s Schrodinger Cat (Naila Inayat)

Why do we equate genius with precocity? (Malcom Gladwell)

Mothere Teresa was no saint (Pandeyji)

Nimisha Priya, Yemeni jail inmate (News Minute)

In Ashgabat, Turkemenistan (LRB)

On Gita Press (True Indology)

On Sikh Coins (LHI)

Slavery & Vikings (Smithsonian)

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Linkfest: 28 August, 2020

Some stuff I am reading today morning:

Fed to keep rates low for years (CNBC)

Key note address by RBI Governor Das (RBI)

Govt asks states to borrow $ 32 Billion to meet tax shortfall (Reuters)

India’s descent into stepwells of growth (Kaushik Basu)

2 Realty stocks that will benefit big time from Maharashtra Govt stamp duty cuts (ET)

How Dabur Red became a 1000 Cr toothpaste brand (Forbes)

Why Uber’s business model is doomed (Guardian)

Fidelity starts Bitcoin Fund (Coindesk)

Alternative forms of wealth (Morgan Housel)

8 mistakes to avoid while filing ITR (CNBC)

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Linkfest: 27 August, 2020

Some stuff I am reading today morning:

Murugappa Group set to take over CG Power (CNBC)

Govt to sell 15% in HAL (BS)

Accenture India staff to face brunt of layoffs (Mint)

UP sugar SAP on the cards (FE)

Maharashtra Govt cuts stamp duty for real estate (MM)

Decoding the future of REITs in India (Fortune)

Can the 2020s repeat the 1920s ? (DR)

When the magic happens (Morgan Housel)

DCF is the least reliable part of a manager’s process (AM)

This “Golden Rule” of personal finance is bunk (InvestmentU)

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Linkfest: 26 August,2020

Some stuff I am reading today morning:

India’s economy is getting carved between Adani & Ambani (BS)

Govt may propose GST cut for 2 wheelers (Mint)

Tata Motors to become debt free in the next 3 years (CNBC)

India’s real estate loan book, revealed (Forbes)

Exxon Mobile exits the Dow (CNBC)

Interview with S Krishna Kumar (Morningstar)

The highest P/E ratio in 18 years (Crossing Wall Street)

Why the shift to online commerce is here to stay (OM)

On Barrick Gold (Investment U)

Pay & Precedent (A VC)

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Linkfest: 25 August,2020

Some stuff I am reading today morning:

Asian stocks near 2 year highs (Investing)

Earnings of Nifty 50 firms slump to 6 year low (Rediff)

Telecom sector could be reduced to 2 cos (CNBC)

All Cargo Logistics plans to delist (Mint)

Negative beta stocks: Case for Zoom (Dr. Varma)

Is 30x of annual expenses enough for retirement in India? (Jago Investor)

Has the market changed since the bottom? (Common Sense)

Even great investments experience massive drawdowns (Larry Swedroe)

Disrupting Bloomberg (Net Interest)

Your financial portfolio and Japanese principles (Fortune)