Categories
Links

Linkfest: 05 February, 2020

Some stuff I am reading today morning:

Greatest short squeeze of all time (TRB)

Elon Musk’s $ 50 Billion moonshot pay package (Bloomberg)

I-T Department clarifies on tax on Mutual Funds (MC)

HC proposes ban on NRIs buying houses in India (ET)

The curious mix of DHFL creditors (Mint)

Cipla’s American Odyssey (OB)

The problem of investing in cyclicals (AM)

US Retirement Funds are moving out of public markets into private markets (II)

China’s collapse has only begun (Daily Reckoning)

Learning from investing mistakes (Nicholas Vardy)

Categories
Links

Linkfest: 04 February, 2020

Some stuff I am reading today morning:

Oil goes below $ 50 (Mint)

Central Banks may not be able to save China’s economy (CNBC)

SEBI proposes additional 10% interest in case of delay in open offer (ET)

Interview with Navneet Munot (ET)

Vested interests? (Subramoney)

Kids shouldn’t buy their grand parent’s equities (TRB)

Buy the Periodic Table (Macro Tourist)

Why family fortunes don’t last (Humble Dollar)

9 reasons the Indian CEOs keep coming to the rescue (CCN)

Tech in 2020: Standing on the shoulders of Giants (Benedict Evans)

Categories
Links

Linkfest: 03 February, 2020

Some stuff I am reading today morning:

World braces for selloff today morning (Asia Nikkei)

China moves to limit short selling (SCMP)

Shipping Baltic Dry Index in freefall (Climateer)

Budget 2020 disappoints investors (Forbes)

New tax proposals in Budget 2020 (ET)

Centre woos foreign portfolio investors (Mint)

On the scapping of Dividend Distribution Tax (MC)

Stop worrying and learn to love momentum (Klement On Investing)

The next takeout targets in gold (Katusa)

The long buy (A VC)

Categories
Links

Linkfest: 31 January, 2020

Some stuff I am reading today morning:

India’s most abused tax payers (TOI)

Kotak Bank’s Promoter stake issue resolved (MC)

Arvind Krishna named IBM CEO (BS)

Global firms queue up to board private trains (Mint)

How DHFL diverted 12,700 Cr to shadowy firms (Rediff)

How I thought I would run my poultry business (Revert2Invert)

Revisiting my Tesla valuation (Aswath Damodaran)

Buffett says goodbye to his newspaper empire (Bloomberg)

DIY Retirement Investors have a low cost friend: Newsletters (NYTimes)

You can’t fire your investor (A VC)

Categories
Links

Linkfest: 30 January, 2020

Some stuff I am reading today morning:

Indigo shareholders vote against Gangwal (MC)

Budget may unveil 2 mega Universities (ET)

Govt may remove MDR charges on debit cards (FE)

Rail related stocks in focus (BS)

Bajaj Finance wins hearts of investors (Mint)

Another Budget (Bala)

The over arching problem with the money management industry (Charlie Munger)

Wealth is what you don’t spend (Morgan Housel)

Criminals still love Bitcoin (NYTimes)

The ultimate guide to moving averages (Scott Redler)