Categories
Links

Linkfest: 29 September, 2020

Some stuff I am reading today morning:

Mazagon Dock Shipbuilders IPO to open today (CNBC)

Walmart looks to join hands with Tatas (Mint)

Loan moratorium hearing extended to 05 Oct (BS)

Dabur Vs Marico (Forbes)

SEBI out to get individual advisors (Jatin Khemani)

The game of low float (Niteen S Dharmawat)

Conversation with Samir Arora (You Tube)

Update on Franklin Templeton (Subramoney)

The AWS of Finance (Marc Rubinstein)

How and when to participate in market rallies (Michael Burry)

Categories
Quotes Tweets

The Single Greatest Edge

Categories
MegaTrends

Mega Trend: India Tyres

Source: Equirus Research

Categories
Links

Linkfest: 28 September, 2020

Some stuff I am reading today morning:

The reality behind Reliance’s retail rush (Mint)

LVB shareholders vote against top brass (BS)

Interview with Rajeev Thakkar (Morningstar)

May we live in interesting times (Dr. Hitesh Patel)

On the Franklin Templeton FIR (Manoj Nagpal)

What makes a startup a potential unicorn? (Dr. Sharma)

Correlations (Anand Sridharan)

Is Compound Interest over rated? (Ben Carlson)

Managing money seems so easy (Humble $)

Interview with Ray Dalio (Market Watch)

Categories
TopClicks

Top Clicks on Alpha Ideas This Week

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

PMS Illustrated (AI)

Mega Trend: India FMCG (AI)

Vaccine?Not so fast (AI)

Innovana Thinklabs: CBI thinks 420 (AI)

Survival of the fittest (AI)

Ek Tha Builder (AI)

Is this the best time to buy property? (Forbes)

Why farmers are protesting against Farm Laws (Vivek Kaul)

How you can jeopardize your wealth creation (Mahesh Mirpuri)

On CAMS IPO (Mint) (My soundbite here)