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Linkfest: 28 August, 2020

Some stuff I am reading today morning:

Fed to keep rates low for years (CNBC)

Key note address by RBI Governor Das (RBI)

Govt asks states to borrow $ 32 Billion to meet tax shortfall (Reuters)

India’s descent into stepwells of growth (Kaushik Basu)

2 Realty stocks that will benefit big time from Maharashtra Govt stamp duty cuts (ET)

How Dabur Red became a 1000 Cr toothpaste brand (Forbes)

Why Uber’s business model is doomed (Guardian)

Fidelity starts Bitcoin Fund (Coindesk)

Alternative forms of wealth (Morgan Housel)

8 mistakes to avoid while filing ITR (CNBC)

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Linkfest: 27 August, 2020

Some stuff I am reading today morning:

Murugappa Group set to take over CG Power (CNBC)

Govt to sell 15% in HAL (BS)

Accenture India staff to face brunt of layoffs (Mint)

UP sugar SAP on the cards (FE)

Maharashtra Govt cuts stamp duty for real estate (MM)

Decoding the future of REITs in India (Fortune)

Can the 2020s repeat the 1920s ? (DR)

When the magic happens (Morgan Housel)

DCF is the least reliable part of a manager’s process (AM)

This “Golden Rule” of personal finance is bunk (InvestmentU)

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Links

Linkfest: 26 August,2020

Some stuff I am reading today morning:

India’s economy is getting carved between Adani & Ambani (BS)

Govt may propose GST cut for 2 wheelers (Mint)

Tata Motors to become debt free in the next 3 years (CNBC)

India’s real estate loan book, revealed (Forbes)

Exxon Mobile exits the Dow (CNBC)

Interview with S Krishna Kumar (Morningstar)

The highest P/E ratio in 18 years (Crossing Wall Street)

Why the shift to online commerce is here to stay (OM)

On Barrick Gold (Investment U)

Pay & Precedent (A VC)

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Links

Linkfest: 25 August,2020

Some stuff I am reading today morning:

Asian stocks near 2 year highs (Investing)

Earnings of Nifty 50 firms slump to 6 year low (Rediff)

Telecom sector could be reduced to 2 cos (CNBC)

All Cargo Logistics plans to delist (Mint)

Negative beta stocks: Case for Zoom (Dr. Varma)

Is 30x of annual expenses enough for retirement in India? (Jago Investor)

Has the market changed since the bottom? (Common Sense)

Even great investments experience massive drawdowns (Larry Swedroe)

Disrupting Bloomberg (Net Interest)

Your financial portfolio and Japanese principles (Fortune)

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Links

Linkfest: 24 August, 2020

Some stuff I am reading today morning:

Adani Group ready for dominance in aviation (Mint)

Webinar with Shri H M Bangur (You Tube)

What I learnt from brief analysis of 2800 Companies (Dr Vijay Malik)

Sector Analysis: Nutraceuticals (Shuchi Nahar)

The Inside story of Robinhood’s Billionaire Founders (Forbes)

Spurious Corelations (Tyler Vigen)

An Investor’s Spam Filter (Anand Shridhan)

Abolish LTCG tax (Mohandas Pai)

On starting Angel Investing in India (Ritesh Banglani)

ETFs now own more gold than Central Banks (BS)