Tag: linkfest

Some stuff I am reading today morning:

Massive hike in fuel excise duty by Modi Govt (FE)

Mumbai on the verge of unprecedented health emergency (ET)

Pharma sales drop 19% on demand collapse (Mint)

Banks scout buyers for Future Retail (BS)

What drives Indian Private Equity returns? (Morningstar)

Indian Agriculture- An area of darkness (Baidik Sarkar)

No country for migrants ( Pooja Sarkar)

Can “Sell in May & Go away” beat the Covid Bear? (Jody Chudley)

Mayhem with Multiples (Aswath Damodaran)

Buffett made this group of traders $ 200 Million (Market Watch)

Some stuff I am reading today morning:

India set to feel labour pangs (Mint)

Reliance Jiomart ramps up ops (ET)

Go Air in trouble (FE)

India offers land to companies leaving China (BS)

India’s April gold imports plunge 99.9% (Reuters)

US Treasury set to borrow a record $ 3 Trillion this Quarter (CNBC)

Stock Talk: Asian Paints (Jana)

ITC- An Investor’s Dilemma (Divyansh Agnani)

Bitcoin: Quantitative Tightening (A VC)

This version of Warren Buffett (TRB)

Some stuff I am reading today morning:

FPIs in selloff mode (BS)

Blackout threat looms as discoms collection peters out (ET)

Govt orders to waive rents impinge on contractual rights (FE)

Returns on gold sparkle (Mint)

Nifty+ Nifty Next 50- What’s a good mix? (Free Fincal)

How sovereign gold bonds outshine other asset classes (BL)

Its just another manic market (Common Sense)

Berkshire Hathway 2020 Annual Meeting Transcript (Rev)

Letter to Investors (Vallum Capital)

Legal Monopolies (Amit)

Some stuff I am reading today morning:

Fed leaves rates near zero (BS)

Gilead’s Remdesivir to be given to Covid patients (CNBC)

Indians venture into US stocks (ET)

SC dismisses Vodafone Idea’s plea for tax refund (FE)

Pandemic triggers crisis in Mutual Fund Industry (Mint)

Navigating through the Covid-19 Crisis (Sameeksha Capital)

Expected Returns from investing in Indian Insurance Cos (OSF)

Not all Gross Margin is the same (A VC)

5 Stocks account for 20% of S&P 500 ( NY Times)

Podcast: John Maynard Keynes’s Art Portfolio (Voxeu)

Some stuff I am reading today morning:

Small MFIs turn vulnerable to default (ET)

How Covid-19 could benefit the dairy industry (FE)

FMCG cos tighten supplies to Future Retail (Mint)

How Promoters benefit themselves using Third Party Transactions (Dr Vijay Malik)

Timing, Luck & Surviving (A VC)

Talk is Cheap ( Nick Maggiulli)

Trend Following is Everywhere (Alpha Architect)

Ramesh Damani interviews Madhav Bhatkuly (You Tube)

Who will pay for it all? (Daily Reckoning)

Interview with Carl Icahn (You Tube)