Categories
Links

Linkfest: 28 October, 2020

Some stuff I am reading today morning:

Paytm Money launches ETFs (CNBC)

Cement shares in demand (BS)

Just Dial Vs IndiaMart (FE)

Startup: RazorPay (Fortune)

How SpiceJet is relearning to fly (Forbes)

On Asset Turnover Ratios (Dr. Vijay Malik)

Wall Street Elites & China (Anantha Nageswaran)

I hope I haven’t done anything stupid today (Anand Sridharan)

A new paradigm for Value Investing (Aswath Damodaran)

University Endowment gets sued for lagging S&P 500 (Institutional Investor)

Categories
Links

Linkfest: 27 October, 2020

Some stuff I am reading today morning:

China starts selling Vaccine in China (BBC)

Oxford Covid-19 Vaccine raises hopes (BS)

India, US clinch defence pact (Reuters)

PVR Cinemas: House Empty, Future Bleak (Manu Rishi Guptha)

What I’ve learnt over last 15 years of investing (Lalit Keshre)

Interview with Ray Dalio (Big Picture)

4 Reasons why Value Investing hasn’t worked in the last decade (Aswath Damodaran)

How Kurkure kept its crunch for 20 years (Forbes)

The End of Insurance (Marc Rubinstein)

The thing about sunk costs (Seth Godin)

Categories
Links

Linkfest: 26 October, 2020

Some stuff I am reading today morning:

RIL battles Amazon over Future Group (FE)

India may see $206 Billion investment in oil & gas (BS)

MFs keep faith in ITC (Mint)

Why Dr. Reddys had to shut all its units (Rediff)

Nifty PE at all time high (Free Fincal)

Message from bad results of SBI Cards (T N Ninnan)

Stupid retirement advice (Subramoney)

Are you worrying about the right thing? (Retirement Field Guide)

Every Time Out It’s a guess (Common Sense)

On House Hacking (Mr. Money Mustache)

Categories
Links

Linkfest: 23 October, 2020

Some stuff I am reading today morning:

RBI changes rules for Housing Finance cos (BS)

SBI Cards gives a shock on asset quality (Mint)

Ather Energy bets big on EV Chargers (Fortune)

Vedanta shareholders eye bonanza (FE)

The mysterious man who will fly Jet Airways (Forbes)

Interview with Bharat Shah (OB)

Some things I’ve learned over the last 30 years ( Broadsword Capital)

The day is coming for value investing (AM)

The forklift drivers who don’t leave their seats (BBC)

Wimbledon and the art of Risk Management ( Marc Rubinstein)

Categories
Links

Linkfest: 22 October, 2020

Some stuff I am reading today morning:

Govt expects Covid vaccine to be available by Dec 2020 (Mint)

Ecommerce Giants have blockbuster festive season sales (BS)

Govt lights up Diwali for Central Govt employees (Rediff)

Stocks that destroyed most shareholder wealth (CNBC TV18)

Stock Talk: Cera (Big Investor)

Bitcoin nears $ 13,000 (Bitcoin News)

This rally is fueled by intangible assets (MSN)

Investors need to become more comfortable with volatility (Common Sense)

Better & Cheaper (Seth Godin)

20 Things you can learn about ’90s by watching Scam 1992 (Vivek Kaul)