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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)

Categories
Links

Linkfest: 21 October, 2020

Some stuff I am reading today morning:

HUL Chairman: Worst is behind us (MC)

US Justice Department Vs Google (BS)

Reliance Jio, Qualcomm to rollout 5G in India (BT)

Tesla batteries could last 2 Million Miles (Teslarati)

The rise and rise of UPI (Mint)

Startup: MamaEarth (MC)

Finding the next Amazon (Joachim Klement)

Overnight Tragedies Vs Overnight Miracles (Morgan Housel)

The Principle of Maximum Pessimism (John Templeton)

Money is Gold, and nothing else (DR)

Categories
Links

Linkfest: 20 October, 2020

Some stuff I am reading today morning:

SEBI approves IPO of Kalyan Jewellers (FE)

Brookfield to invest $2 Billion in India’s biggest property deal (BS)

Blackstone bids to buy L&T MF (Mint)

Stock Talk: Rajratan Global (Ravi Sundaram)

A thread on porfolio construction (Value Pickr)

A few of my quirky investment opinions (French Munger)

Podcast: Investing with Richard Lawrence (Breaker)

Startup : ClearTax (Forbes)

The biggest Covid beneficiaries will be leading brick n mortar retailers (Gavin Baker)

Half of Indian population will have Corona virus by Feb 2021 (Reuters)

Categories
Links

Linkfest: 19 October, 2020

Some stuff I am reading today morning:

HDFC Bank’s Q2 results: Profit rises by 18% (BQ)

Kalrock to pilot Jet Airways takeoff (BS)

Rivalry heats up in online grocery market (Mint)

Stock Analysis: Supreme Industries Ltd (Dr Vijay Malik)

The story of Bombay Stock Exchange (Bizdom)

Active Mutual Funds struggle to beat Nifty 50 (Free Fincal)

Buy Now, Pay Later (Marc Rubinstein)

Millionaire (Indeedably)

Are you a toxic retirement saver? (Tony Isola)

The fight for ownership (Semil Shah)