Some stuff I am reading today morning :
1000 plus deaths due to Corona Virus ( CNBC)
Equity flows jump 75% in Jan ( BS )
RBI grants 5 year exemption for retail loans ( MC )
Gujarat Pharma Units face API shortage ( FE)
Fortis deal comes under SFIO scanner ( ET )
Interview with Bharat Shah ( You Tube )
The Malaysian Palm Oil crisis ( GSN Invest )
TikTok explains the bull market better ( Yahoo)
Nothing is inevitable ( Morgan Housel )
Some thoughts on day trading ( Humble Dollar)
Some stuff I am reading today morning :
Chinese workers return to work ( SCMP)
Mother of All Stimulus is coming ( Macro Tourist)
Modi Govt should think twice before selling precious heirlooms ( ET )
NTPC’s regulated business model pays off ( Mint )
Kedaara invests in Religare Health Insurance ( BL )
Bitcoin crosses $ 10,000 mark ( FE)
Believe it or not ( Humble Dollar )
Airpods, Azure and Auschwitz ( Scott Galloway )
Lessons from the legendary Bill Miller ( Macro Ops)
Why superstar investors are a dying breed ( Evidence Investor )
Some stuff I am reading today morning:
RBI realizes it’s bigger than it’s policy rate committee ( Mint )
Did foreign stock pickers read the Budget better ( ET )
SEBI issues guidelines for AIF benchmarking ( BS)
Emami sells cement business to Nirma Group ( Mint)
10 Bluechips with zero returns in a decade (Nooresh)
How Croma perfected its pitch (OB)
The Case against REITs (Alpha Architect)
Why have spinoffs underperformed in the last decade (AM)
Why value investors shouldn’t expect a massive comeback ( Institutional Investor )
Introducing Rolling Venture Funds (Angel List)
Some stuff I am reading today morning:
Is the true stats of Coranavirus deaths much higher? (Taiwan News)
India Inc in a cold sweat over Coronavirus (ET)
DMart launches mega QIP (MC)
Can IRCTC stock hold the steam? (BL)
Modi sets $5 Billion target for Defence Exports (Mint)
On the Vivad Se Vishwas scheme (BS)
Why 80C is important for a country like India (MF Guy)
A monster mean reversion-Energy Vs Tech (TRB)
Asimov’s laws of investing (Anand Sridharan)
Why is shorting stocks so difficult? (PragCap)
Some stuff I am reading today morning:
Greatest short squeeze of all time (TRB)
Elon Musk’s $ 50 Billion moonshot pay package (Bloomberg)
I-T Department clarifies on tax on Mutual Funds (MC)
HC proposes ban on NRIs buying houses in India (ET)
The curious mix of DHFL creditors (Mint)
Cipla’s American Odyssey (OB)
The problem of investing in cyclicals (AM)
US Retirement Funds are moving out of public markets into private markets (II)
China’s collapse has only begun (Daily Reckoning)
Learning from investing mistakes (Nicholas Vardy)