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Linkfest: 17 August, 2020

Some stuff I am reading today morning:

Tata may sell stakes in JLR, UK Steel plant (BS)

Amazon, Reliance to clash on e-pharmacies (Mint)

Fortis to rebrand itself as Parkway (Rediff)

GVK auditors seek to resign (CNBC)

The virtue of borrowing from banks (Bala)

Another roaring Twenties may be ahead (Dr. Ed)

NYC is dead forever (James Altucher)

Interview with Anthony Scaramucci (Worth)

Gold Stocks Vs Gold Price (Katusa)

My journey to financial independence (Abhishek Basumallick)

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Links

Linkfest: 14 August, 2020

Some stuff I am reading today morning:

PM Modi unveils Taxpayer’s Charter (BS)

Amazon India launches online pharmacy service (Mint)

Confusion over MSCI weightage in Bharti (BS)

How Dabur became agile and fearless (Forbes)

How to judge people? Don’t (Anand Sridharan)

Which investments benefit from a weaker Dollar? (Common Sense)

The Times that try Stock Picker’s souls (Albert Bridge Capital)

3 Moar Things (Prag Cap)

Letter to Investors-August 2020 (Sage One)

On Senior Citizen Savings Scheme ( Jago Investor)

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Links

Linkfest:13 August,2020

Some stuff I am reading today morning:

Byte Dance in talks with Reliance for investment in TikTok (Reuters)

Migrant Workers: Between a rock and a hard place (Forbes)

China’s days as world factory are over (BS)

Pandemic may alter theatre-digital window (Mint)

How to protect investors from stock brokers (Debashis Basu)

Five most irrelevant facts about stock investing (Safal Niveshak)

Uber may shut down in California (NBC)

Expiring Vs Permanent Skills (Morgan Housel)

Online Lending: The Good, the Bad, the Ugly (Net Interest)

Selling your time (Seth Godin)

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Links

Linkfest: 12 August, 2020

Some stuff I am reading today morning:

Gold, Silver, Bonds hit as liquidity trade unwinds (ZH)

Mutual Funds face a moment of truth (Mint)

Aurobindo Pharma bets big on biosimilar business (FE)

Interview with Kenneth Andrade (Morningstar)

Rakesh Jhunjhunwala’s on Titan Earnings Call (FE)

PPF Vs Gilt Mutual Funds (Free Fincal)

Why US $ will remain the world’s anchor currency (Sanjeev Sanyal)

Ant Financial: The world’s largest financial services firm (Net Interest)

Q2 2020 Letter to Investors (Tweedy Browne)

Dawg on the Wall (Prof Galloway)

Categories
Links

Linkfest: 11 August, 2020

Some stuff I am reading today morning:

Global coronavirus cases hit 20 Million (Reuters)

If not for restructuring, Bank NPAs would be at a 20 year high (Rediff)

Equity MFs see first outflows since 2016 (HT)

AAI puts Go Air on Cash & Carry mode (CNBC)

SC questions Govt over recovery of AGR dues (Mint)

DGTR recommends duties on Stainless Steel Imports (MC)

HDFC Bank’s new chief will have to rebuild trust (Forbes)

Stock Talk: Healthcare Global Enterprises (Gurpreet Singh)

Interview with Joel Greenblatt (AM)

Why is everyone buying gold? (Ruchir Sharma)