Hat Tip: The Ken
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100 Year Audit Relationships
Hat Tip: The Ken
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Linkfest: 17 November, 2020
Some stuff I am reading today morning:
Moderna’s Corona Virus vaccine is 94% effective (CNBC)
BPCL disinvestment gets going (BS)
No RCEP re-entry for India (FE)
Loan defaults hit NBFCs, Fintechs the hardest (Mint)
Why food prices will remain high for a few months (Rediff)
SBI’s Navneet Munot is the new CEO at HDFC AMC (MC)
Buffett bets on Pharma cos (BI)
Bitcoin-The gateway drug (A VC)
Anatomy of a successful Fintech (Marc Rubinstein)
R K Laxman’s cartoons on the 1992 Scam (Sucheta Dalal)
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Linkfest: 16 November,2020
Some stuff I am reading today morning:
Reliance Retail acquires Urban Ladder (BI)
Pest infected earnings of UPL Ltd (Multi Act)
The reopen trade is going strong (Gavin Baker)
Thread on Tasty Bite (Cool Fundoo)
Real Estate sector: From Pariah to Favorite (RJ)
Lessons from a middle-class Crorepati (Free Fincal)
Has our luck finally run out? (Daily Reckoning)
How two brothers built India’s biggest poultry co (Mint)
Vitamins as a marketing scam (Slate)
Quarterly letter to Investors (Hayden Capital)
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Top Clicks on Alpha Ideas This Week
Wishing readers a very Happy Diwali and a rocking New Year !
Here are the most clicked items on Alpha Ideas this week:
Gafa Hai Kya? (AI)
Message from the Markets (AI)
Adani: OPM Zindabad (AI)
Observations on recent Mutual Fund returns (MF Critic)
Don’t buy into the distressed home sales story (Monika Halan)
On Pandemic Investing (Sanjay Bakshi)
Interview with Sanjoy Bhattacharyya (Morningstar)
Chart: India Appliances (AI)
The Car Owner’s Dilemma (Money Life)
Keep the tradition (AI)
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Adani : OPM Zindabad
