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GDP Contraction is Under Estimated
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Future in the Past
Reading last year’s Annual Report of Future Retail Ltd makes for amusing reading.
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Linkfest:31 August,2020
Some stuff I am reading today morning:
Future goes to RIL (BS)
Reliance-Future deal saves lenders (Mint)
Silicon Valley Fintech funds invest in IB Ventures (BSE)
India sets global record in rise in coronavirus cases (Reuters)
Market Timing for Fun & Profit (Barry Ritholtz)
Even geniuses make bad investors (Atlantic)
The problem with high expectations ( Common Sense)
The danger of investing on the big picture (Morningstar)
Blockchain is a solution in search of a problem (Correspondent)
Investing with Buffett before he became ‘The Oracle’ (AM)
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Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas this week:
What I learnt from analysing 2800 Companies (Dr Vijay Malik)
The Rookie (AI)
TCI: Moving Story (AI)
Adani,Ambani are carving up India’s economy (Andy Mukherjee)
Adani group set for dominance in aviation (Mint)
This “Golden Rule” of Personal Finance is bunk (Andy Snyder)
Your financial portfolio & Japanese principles (Fortune)
Abolish LTCG tax (Mohandas Pai)
All but one (AI)
RBI can’t cut more (AI)
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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)