investor

What are we reading?

National Coronavirus response: a roadmap to reopening (here)
3 months of no EMI but why you should pay if you can (here)
Outrage in Germany as Adidas and H&M stop rent payments (here)
Planes will fly with new owners: NT urges UK to let Virgin Airlines go bust (here)
The road back to normal (here)
How Kotak Mahindra has averted all the crisis so far (here)
The man who predicted the Indian banking crisis warns of a new danger (here)
ITC – is capital misallocation a narrative fallacy or reality (here)
My first decade as a full time investor (here)
What clark street has been buying – Coronavirus edition (here)

As Coronavirus infection slows, South Korea prepared for life after social distancing (here)
Bill Ackman clarifies on his CNBC comments (here)
Where does the $2T in the U.S. stimulus bill go (here) from reddit
Covid impact on restaurants in the U.S. (here) and (here)
State by state shutdown won’t work – Bill Gates (here)
Investing in healthcare: threat and opportunity of the decade ahead (here)
Trump orders GM to make ventilators under the Defense Production Act (here)
Miss the worst days, miss the best days (here)
Corona, Cheesecake & testing the mirage of lease-debt equivalence (here)
I became a disciplined investor over 40 years. The virus broke me in 40 days (here)