Some stuff I am reading today morning:
Now farmers can finally breathe (Deccan Herald)
Markets disappointed with FM’s package (ET)
Will Reliance’s 20 Year Big Tech Pivot succeed? (A Junior VC)
Two SME Stocks ( Dhruva Pandey)
Paradise Lost: The exodus from Gulf (Mint)
Lockdown Economics & Pandemic Policy (Dr Virmani)
Interview with George Soros (Project Syndicate)
Investing in a crisis (Bill Nygren)
In Flew Enza (Albert Bridge Capital)
Get ready for the commercial real estate apocalypse (Medium)
Some stuff I am reading today morning:
Highlights from FM’s press conference yesterday (FE)
Who will rescue the Public Sector Banks? (MC)
MFIs to benefit from FM’s measures (Mint)
Indian steel makers double down on exports (Mint)
Is Reliance beating its Cost of Capital? (Zaid Munshi)
US planning move to manufacture essential drugs in US (CNBC)
The lesson of history (Peter Bernstein)
A key lesson about Trading (JFA)
Why assets will crash (DR)
Interview with Stanley Druckenmiller (ECNY)
Some stuff I am reading today morning:
FM’s Atma Nirbhar Presentation – Part I ( BL)
FM’s big bang package for MSMEs (BS)
Will 2020 be a year of reforms? ( ET)
Power discoms get 90,000 Cr liquidity lifeline (Mint)
The remaking of Indian Capitalism (Marcellus)
Mathematics of Investing (Anand Sridharan)
Interview with David Tepper (CNBC)
The misuse of market valuation (Validea)
Paul Tudor Jones & Stanley Druckenmiller interview (AM)
Location & Work (A VC)
Some stuff I am reading today morning:
Full text of PM Modi’s speech to the nation (PIB)
On PM Modi’s Rs Trillion Stimulus (BS)
Anil Agarwal wants to delist Vedanta (ET)
Why ReNew Power wants to sell its assets in Karnataka (FE)
Govt readies a power sector package (Mint)
Howard Mark’s Latest Memo (OakTree Capital)
Value Investing is immortal (TRB)
On how PE firms mark their portfolios to market (Preston Swain)
Don’t believe the Happy Talk (Daily Reckoning)
Gold & Silver Miners to be the next Dot Com Bubble ( David Hunter)
Some stuff I am reading today morning:
India will be risking economic harakiri if lockdown continues (Anand Mahindra)
Indian automakers warn upto 45% sales drop (Reuters)
Life Insurance business takes a hit (ET)
White Collar Jobs & that sinking feeling (Mint)
Stock Analysis: Ashok Leyland (Dr Vijay Malik)
Riskless Reliance Rights Issue strategy (Gaurav Parikh)
The Sixth Sense & the Fourth Turning (Anantha Nageswaran)
A mysterious 2,819% rally in Abu Dhabi (BS)
Vacation real estate markets are toast (Market Watch)
What have we learned here? (Morgan Housel)