Tag: linkfest

Some stuff I am reading today morning:

US warns Iran (CNBC)

Corona Virus Vaccine expectations getting ahead of science (Mint)

Reliance-Facebook deal is a wakeup call for Amazon, Flipkart (BS)

Tea planters’ cup of woes is running over (Rediff)

The Comedy of Investing (Anand Sridharan)

How to identify if a company is misallocating capital (Dr Vijay Malik)

Gold will do well, but don’t overpay (Katusa)

Stock market rebound not reflecting reality (Howard Marks)

Thoughts on Berkshire’s deployable cash (Rational Walk)

What’s different this time (Morgan Housel)

Some stuff I am reading today morning:

Facebook invests in Reliance Jio Platform (NSE)

The Crude episode and the risk of running a brokerage business (Nithin Kamath)

Brokers planning to drag MCX into court (BS)

Lockdown is a solution looking for a problem (Rajiv Bajaj)

Covid-19: A pessimistic view (Subramoney)

Covid Capitalism is flirting with socialism (Puja Mehra)

World risks ‘biblical’ famines due to pandemic (BBC)

The Fed can’t print gold (BofA)

The Practice of Value Investing (Li Lu)

Marketing class with Jim Senegal, Founder of Costco (Paige Doherty)

Some stuff I am reading today morning:

Oil prices turn negative for the first time in history (BS)

How Digi Lenders are bracing for Covid Impact (ET)

China urges India to review FDI move (HT)

1000 foreign firms mull production in India (BT)

Should I invest in International Funds? (MF Guy)

Markets haven’t factored in second wave of Corona Virus (CNBC)

The Stock Market is not your benchmark (Common Sense)

Stocks could fall 50% from Feb Highs (Elliot)

…Wait, Value Managers did what? ! (Wisdom Tree)

1Q 2020 Letter to Investors (Tweedy Browne)

Some stuff I am reading today morning:

Why aren’t banks lending (Prof Ananth Narayan)

NBFCs in a quandary (MC)

NHAI turns lockdown into opportunity (ET)

More than a third of SMEs are trading below IPO price (BS)

Jewellery retailers to take Akshay Tritiya sales online (BL)

15 Lessons in 15 years of being a fund manager (Nalin Moniz)

15 years of surviving in the markets (Radhika Gupta)

How the virus crisis will change investment strategy (Gavekal)

Russia-Saudi Oil war is a fraud and a farce (Global Research)

Why the public is alienated from elites (Anantha Nageswaran)

Some stuff I am reading today morning :

Pharma stocks are on fire ( Mint )

Johnson & Johnson will have Coronavirus Vaccines by 2021 ( NY Post )

Relief for discoms will hit NTPC ( FE )

Relief for e Commerce players ( TOI )

Layoffs in media ( Money Life )

We have all stopped our SIP ( Subramoney )

In Real Life ( A VC )

How Private Equity is winning the coronavirus crisis ( Vanity Fair )

The next leg down will involve credit cards ( TRB )

US economy is seeing horrific job losses ( CNBC )