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All But One
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Linkfest: 25 August,2020
Some stuff I am reading today morning:
Asian stocks near 2 year highs (Investing)
Earnings of Nifty 50 firms slump to 6 year low (Rediff)
Telecom sector could be reduced to 2 cos (CNBC)
All Cargo Logistics plans to delist (Mint)
Negative beta stocks: Case for Zoom (Dr. Varma)
Is 30x of annual expenses enough for retirement in India? (Jago Investor)
Has the market changed since the bottom? (Common Sense)
Even great investments experience massive drawdowns (Larry Swedroe)
Disrupting Bloomberg (Net Interest)
Your financial portfolio and Japanese principles (Fortune)
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TCI: Moving Story
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Linkfest: 24 August, 2020
Some stuff I am reading today morning:
Adani Group ready for dominance in aviation (Mint)
Webinar with Shri H M Bangur (You Tube)
What I learnt from brief analysis of 2800 Companies (Dr Vijay Malik)
Sector Analysis: Nutraceuticals (Shuchi Nahar)
The Inside story of Robinhood’s Billionaire Founders (Forbes)
Spurious Corelations (Tyler Vigen)
An Investor’s Spam Filter (Anand Shridhan)
Abolish LTCG tax (Mohandas Pai)
On starting Angel Investing in India (Ritesh Banglani)
ETFs now own more gold than Central Banks (BS)
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Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas this week:
CNBC Awaaz: Action & Reaction (AI)
What’s driving market sentiment? (Mint) (My soundbite here)
Apollo Hospitals: Always be billing (AI)
How China captured India’s markets (Uday Kotak)
What a 38 year old turmeric scandal says about India (BS)
2020 @ 1920 prices (AI)
What sector leadership looks like (AI)
The virtue of borrowing from banks (Bala)
The curious case of Jack Ma’s India plans (AI)
Mistakes I made in my 30s (Ankur Warikoo)