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Links

Linkfest: 12 October, 2020

Some stuff I am reading today morning:

Vedanta delisting fails (BS)

Why GST saga is at a terrible low point (Mint)

How Dmart plans to take on Reliance Retail (Rediff)

Stock Talk: SBI Cards (BS)

Inflation will be a game changer (Jim Bianco)

Interview with Jeff Gundlach (Business Insider)

Lessons from Harvard endowment (Market Watch)

Portfolio turnover is the price of progress (Ian Cassel)

Never take personal finance advice from Billionaires (Common Sense)

Passive Income Examples that work (Free Fincal)

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TopClicks

Top Clicks on Alpha Ideas This Week

Here are the most clicked items on Alpha Ideas this week:

15 Year SIP returns (AI)

ITC: 10 Blunders, 1 Arrogant Co (Manu Rishi Guptha)

On Modi’s path breaking reforms (Anantha Nageswaran)

5 Good News (AI)

Your wife knew it all along (AI)

WhiteHatJr & Byjus-Stop acting like Mafia (Pradeep Poonia)

India Fintech Market Map (AI)

Why I sold a great investment (Larissa Fernand)

Theme Parks Vs Theatres (AI)

Terry Smith on picking winners (AI)

Categories
Links

Weekend Mega Linkfest: 09 October, 2020

Some off beat reads for the weekend:

Ideology in Xi Jinping’s China (John Garnault)

Why is China threatening Indian media on Taiwan (Organiser)

The endgame in Bastar (Open)

Kamala Harris and the other 1 % (Dinyar Patel)

What Turkey did to its Christians (Common Weal)

What working at Stripe has been like (Kalzumeus)

10 things to remember while buying health insurance (Vinay Mimani)

Rahul Tewatia and the romance of struggle (ESPN)

Profile: Mehmood (Hemant Morparia)

Profile: Ramnath Goenka (Nandita Singh)

The Mirpur massacre of 1947 (SAHF)

Stones of Silence : Ladhak & Beyond (Sunday Guardian)

On Lothal (Nikunj Pandharikar)

What’s a rule that was implemented that massively backfired? (Trung Phan)

What Sushi teaches us about Life & Career Success (Radman Tahmasebi)

Categories
Chart

What a 40 Year Bull Run looks like

Source : Bloomberg
Categories
Chart

The rise of Fintechs

Source : Economist