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Moratorium Calling
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Once there was a AAA rated Co
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Linkfest:09 June, 2020
Some stuff I am reading today morning:
Beware the ‘bull trap’ in a bear market (BS)
Mall owners reluctant to drop rents (FE)
Interview with Uday Kotak (Forbes)
Migrants eye an return to cities (Mint)
NSE shutters NOW (BL)
Equity MFs inflow hit 5 month low in May (Rediff)
Rakesh Jhunjhunwala’s ‘ The mother of all bull runs’ (Rahil Jasani)
Inflection Point? (Humble $)
Rip Van Winkle and the Stock Market (Wisdom Tree)
Tail Risk Hedging (Verdad Cap)
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Linkfest: 08 June, 2020
Some stuff I am reading today morning:
95% of all stocks have gained since May 18 (BS)
Emerging Market rally seems unstoppable (Mint)
RBI admits it may take more than a year to recover (Latha Venkatesh)
Uday Kotak tells India Inc what to do (FE)
Another day, another cheque for Jio (ET)
Stocks Analysis: HLE Glascoat Equipment (Kiran D)
The time for gold has come (Manish Bhandari)
Covid19: Self Assured Destruction in the US (Epsilon Theory)
Sustainable investing is set to surge (CNBC)
Permanent Assumptions (Morgan Housel)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
Sunteck Realty: Inventory > Market Cap (AI)
The coming boom in Telecom (AI)
India’s dream factory is turning into a nightmare (Mint)
Piyush Goyal’s warning to realtors (Rajiv Mehta)
Interview with former Bharti Airtel CEO Sanjay Kapoor (Niraj Shah)
Indo Borax: Side Hustle (AI)
Market, what market? (AI)
Why we are selling Berkshire (Bill Ackman)
The largest ever physical transfer of gold (ZH)
India’s yield curve looks bad (Andy Mukherjee)