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Excerpts

The Eyes have it

Source: Samir Arora

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Tweets

Jio Ko Jeene Do

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Links

Linkfest: 29 December, 2020

Some stuff I am reading today morning:

ADAG: India’s largest corporate defaulter (Sucheta Dalal)

Should you tender your shares in Wipro buyback? (BS)

Interview with L&T Group CFO R Shankar Raman (FE)

Interview with Tom Slater (Big Picture)

Do record low interest rates justify record valuations? (Market Watch)

Are professionally managed companies safer for shareholders? (Dr. Vijay Malik)

How Avadhoot Joshi evaluates his investment portfolio (Free Fincal)

Baum as a Trader (Klendathu Cap)

2020 nuggets that challenged my thinking (Sidecar Capital)

Charlie Munger on disruption and technology (Morningstar)

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Cartoon

Just Because

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Chart

Chart : India Real Interest Rate

Hat Tip : MG