Source: Jason Zweig
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The Speculative Component
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Tutorial Point: Adsense Nonsense
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Linkfest: 08 July, 2019
Some stuff I am reading today morning:
Budget 2019 in 10 charts (Mint)
Most FPIs stare at 14.25% peak LTCG (BL)
Fudget 2019 (Bala)
Deutsche Bank to cut 18,000 jobs (CNBC)
Zee may have found a Buyer (ET)
Govt may raise $ 10 Billion from overseas (FE)
How India’s middle class is rescuing Thai Tourism (BS)
Investing for a new Cold War (Evergreen Gavekal)
Use your Edge (MicrocCap Club)
Serendipity – Walmart & Ikea (Amit Arora)
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Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas this week:
Alpha Ideas 20 20 Meet (AI)
Googly from ICRA (AI)
TFCI Ltd: When a lender defends a borrower (AI)
Valuations Perspective (AI)
Attractive Investment Situation (AI)
Indian Mutual Fund Platforms are in trouble (Naked Beta)
Ircon International: Owner’s Wish, Our Command (AI)
Iran Watch (AI)
How do you become a better Investor? (Charlie Munger)
The spectacular fall of India’s Dosa King (ET)