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Links

Linkfest: 22 June, 2020

Some stuff I am reading today morning:

Will launch of Favipiravir mark turnaround of Glenmark? (ET)

REITs hit as IT cuts spend on real estate (Mint)

Is the stock market going to crash? (Amey Kulkarni)

My notes from various annual reports of 2020 (Kumar Saurabh)

Market Cap Madness (Irrelevant Investor)

Why Indians must boycott Chinese products (Rediff)

Why boycotting Chinese items is not feasible (FE)

How Robinhood generates revenue (Howard Lindzon)

The anatomy of a rally (Howard Marks)

Deserving It (Ian Cassel)

Categories
Links

Linkfest: 19 June, 2020

Some stuff I am reading today morning:

Govt to spend 50,000 Cr in 125 days in rural India (FE)

Saudi Wealth Fund invests in Jio (BS)

SIP inflows hit (ET)

Voda-Idea to SC: Can’t give bank guarantees (Mint)

One out of Five Investors sold all their stocks (Irrelevant Investor)

14 Filters for purchasing a great investment (Terry Smith)

Podcast: How climate change can affect real estate prices (FS)

Presentation: Ranking of Business Models (Ashish Kila)

How one Indian industry beat China at manufacturing (CNBC TV18)

Ray Dalio warns of a ‘lost decade’ for stocks (ZH)

Categories
Links

Linkfest: 18 June, 2020

Some stuff I am reading today morning:

PM Modi on the border conflict with China (PMO)

India to ban Chinese Telecom equipment (ET)

Govt likely to fast track import restrictions on 371 items (BS)

How the Chinese do business (Nisheeth Sharan)

SC wants Govt to give relief to customers on moratorium (FE)

Behind the Jio Investment rush (Mint)

Why MFIs could end up losing 1500 Cr (Rediff)

10 Lesser known facts about PPF accounts (Free Fincal)

Stock Markets: Who is the house? (TRB)

50 Future Unicorns (CB Insights)

Categories
Links

Linkfest: 17 June, 2020

Some stuff I am reading today morning:

State GST shortfall may be 80,000 Cr (FE)

Q1 Advance Tax falls 76% (BS)

The pitfalls of ESOPs at startups (Mint)

Why I disagee with Deepak Parekh (Akhil Saraf)

On India’s first gas exchange (IE)

The Overnight Return anomaly (AA)

25% of all US restaurants will go out of business (Bloomberg)

Stocks only go up (Daily Reckoning)

3 Reasons to sell a stock (Buffett)

Letter to shareholders (Brookfield)

Categories
Links

Linkfest: 16 June, 2020

Some stuff I am reading today morning:

SBI Life OFS’ retail portion undersubscribed (BS)

139 Million Indians likely to run out of savings by month end (Mint)

Bus segment staring at defaults (FE)

Stock Analysis: Rain Industries Ltd (Dr. Vijay Malik)

Technical View: Fertilizers (Nooresh Merani)

The US financial system could be on the cusp of collapse (Atlantic)

Who’s driving the stock market? (Irrelevant Investor)

Difficult to break the China habit (NY Times)

Same as it ever was (Morgan Housel)

Hertz Stock Offering : Unheard of (TRB)