Tag: linkfest

Some stuff I am reading today morning:

Delhi Covid crisis intensifies (FE)

Emirates sacks 600 pilots in a day (MC)

Adani wins world’s largest solar project order (BS)

How Ola plans to ride out the storm (Mint)

Looking for moats in AMC stocks (Larissa Fernand)

Worries about a retail investor led speculative mania (Credit Writedown)

Podcast with Jeremy Grantham (Overcast)

Investor Presentation by Jeffrey Gundlach (ZH)

Expense ratio in Mutual Funds (Good Moneying)

How to bootstrap a $ 20 Million business without VC/Angel funding (Paras Chopra)

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)

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)

Some stuff I am reading today morning:

Amazon in talks to invest $2 Billion in Bharti Airtel (Reuters)

Mubadala to invest $ 1.2 Billion in Reliance Jio (Reuters)

Astra Zeneca to make 2 Billion doses of Corona Virus vaccine (CNBC)

Rahul Gandhi in conversation with Rajiv Bajaj (Periscope)

Realtor fazed by Piyush Goyal’s take (BS)

Interview with PVR’s Sanjeev Bijli (Forbes)

NSE lies the head that bears the bourse (ET)

Analysis: Heidelberg Cement India Ltd (Dr Vijay Malik)

How Facebook & Google create a Kill Zone (Klement)

The value of everything in an unstable environment (Aswath Damodaran)

Some stuff I am reading today morning:

Global liquidity drives Nifty 50 (Mint)

Piyush Goyal’s blunt warning to real estate developers (Rajiv Mehta)

Interview with former CEO of Airtel, Sanjay Kapoor (Niraj Shah)

Reliance Rights issue subscribed 1.6 times (BS)

Forced moratorium is risky (RBI)

Gujarat HC stays eVoting for FT debt funds (FE)

Why we don’t learn from history (Common Sense)

Why is extrapolation so dangerous for investors (BI)

Investing in stocks is not a game of pass the parcel (Terry Smith)

Position Sizing strategy for long term investor (Old School Value)