Some stuff I am reading today morning:
India set to feel labour pangs (Mint)
Reliance Jiomart ramps up ops (ET)
Go Air in trouble (FE)
India offers land to companies leaving China (BS)
India’s April gold imports plunge 99.9% (Reuters)
US Treasury set to borrow a record $ 3 Trillion this Quarter (CNBC)
Stock Talk: Asian Paints (Jana)
ITC- An Investor’s Dilemma (Divyansh Agnani)
Bitcoin: Quantitative Tightening (A VC)
This version of Warren Buffett (TRB)
Some stuff I am reading today morning:
FPIs in selloff mode (BS)
Blackout threat looms as discoms collection peters out (ET)
Govt orders to waive rents impinge on contractual rights (FE)
Returns on gold sparkle (Mint)
Nifty+ Nifty Next 50- What’s a good mix? (Free Fincal)
How sovereign gold bonds outshine other asset classes (BL)
Its just another manic market (Common Sense)
Berkshire Hathway 2020 Annual Meeting Transcript (Rev)
Letter to Investors (Vallum Capital)
Legal Monopolies (Amit)
Some off beat reads for the long weekend:
Why the Coronavirus is so confusing (Atlantic)
What happened on the Diamond Princess (Wired)
How the Pandemic has shattered the myth of College in America (New Yorker)
Does BCG vaccine really protect Indians from Coronavirus? (You Tube)
The Malaysian Job (Harpers)
China in Africa (Japan Times)
The force is still with Jack Dorsey (Vanity Fair)
Lessons on hope from a Hungarian forced labourer (Al Jazeera)
Motor Cycling in Western Arunachal Pradesh (Team BHP)
Haircut in the time of coronavirus (J Mathrubootham)
How did Indian History become a myth? (Nanditha Krishna)
When the 1897 bubonic plague ravaged India (Aanchal Malhotra)
Bharat Mata- From Art to Reality (LHI)
On Irrfan Khan (Danish Husain)
Obituary: Rishi Kapoor (BBC)
Some stuff I am reading today morning:
Fed leaves rates near zero (BS)
Gilead’s Remdesivir to be given to Covid patients (CNBC)
Indians venture into US stocks (ET)
SC dismisses Vodafone Idea’s plea for tax refund (FE)
Pandemic triggers crisis in Mutual Fund Industry (Mint)
Navigating through the Covid-19 Crisis (Sameeksha Capital)
Expected Returns from investing in Indian Insurance Cos (OSF)
Not all Gross Margin is the same (A VC)
5 Stocks account for 20% of S&P 500 ( NY Times)
Podcast: John Maynard Keynes’s Art Portfolio (Voxeu)
Some stuff I am reading today morning:
Small MFIs turn vulnerable to default (ET)
How Covid-19 could benefit the dairy industry (FE)
FMCG cos tighten supplies to Future Retail (Mint)
How Promoters benefit themselves using Third Party Transactions (Dr Vijay Malik)
Timing, Luck & Surviving (A VC)
Talk is Cheap ( Nick Maggiulli)
Trend Following is Everywhere (Alpha Architect)
Ramesh Damani interviews Madhav Bhatkuly (You Tube)
Who will pay for it all? (Daily Reckoning)
Interview with Carl Icahn (You Tube)