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Excerpts

The Narasimha Rao Effect

Source : Economic Survey of India 2019-20

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Cartoon

Leaked: India Inc Reaction to Budget

Source: Ramesh Kumar

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Links

Linkfest: 31 January, 2020

Some stuff I am reading today morning:

India’s most abused tax payers (TOI)

Kotak Bank’s Promoter stake issue resolved (MC)

Arvind Krishna named IBM CEO (BS)

Global firms queue up to board private trains (Mint)

How DHFL diverted 12,700 Cr to shadowy firms (Rediff)

How I thought I would run my poultry business (Revert2Invert)

Revisiting my Tesla valuation (Aswath Damodaran)

Buffett says goodbye to his newspaper empire (Bloomberg)

DIY Retirement Investors have a low cost friend: Newsletters (NYTimes)

You can’t fire your investor (A VC)

Categories
Observations

How LTCG destroyed wealth

Source: Valentis Research
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Chart

ESG Funds take off