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Some #goodreads:

1. The Luckin Coffee saga -
2. Covid-19 an inflection point for Life Insurance
bloombergquint.com/business/covid…
3. Little book that builds wealth - summary
blas.com/the-little-boo…
4. List of geatest speeches of all time
jamesclear.com/great-speeches
5. Durgesh Shah session:
Video:
Notes: cfasocietyindia.com/2018/12/14/ses…

6. Thread on CARE's assessment by sectors


7. Fast bowlers are not thinking for themselves
thecricketmonthly.com/story/816387/-…

8. Understanding VIX
9. Market meltdown, the virus and other actionables
forum.valuepickr.com/t/market-meltd…

10. My first decade as a full time investor- Notes by @drudaicheema
investorsingh.com/my-first-decad…

11. Polycab India: Switching gears
forbesindia.com/article/work-i…

12. Why time has slowed
collaborativefund.com/blog/why-time-…
13. Economic impact of Covid-19 on Indian start-ups


14. Understanding Force Majeure & impact across industries (my notes)
threadreaderapp.com/thread/1245656…

15. Covid long term economic impact may be less than 2008 (some good datapoints)
morningstar.com/articles/97610…
🤔
In you want these with summary notes, I am starting a free whatsapp broadcast list covering details in the image.

If you want, you may join via the link
(Note: You will need to save my contact to start receiving): bit.ly/2P1OHoC

#Readbetter
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Abhishek Murarka 🐂💹
@abhymurarka
1/25

Covid-19 has created a proverbial 'perfect storm'. While we are fighting an unprecedented medical crisis, the after-effects of this pandemic will have far-reaching implications.

A #thread on a commonly heard legal term - #ForceMajeure and its' business ramifications
👇
2/25

First, here is why I think this topic is relevant. Google trends for the search term “Force Majeure” shows an exponential rise, the highest in last 16 years. A comparison with the search term “recession” shows little to no correlation with 2008-09 crisis.

Let’s see why.
3/25

Have divided the thread in three parts:
a) Concept & genesis (4-6) – One may skip to b) if aware/ not keen
b) Facts & current developments across industries (7-17)
c) Inference & future implications (18-25)

Note: Not an expert on legal matters and sharing basis my reading
Read 28 tweets
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Abhishek Murarka 🐂💹
@abhymurarka
One key learning from 2008 crisis is that good companies came out stronger at the end of it.

With this objective, have compiled financial and market data of 62 market leaders (>30% market share in resp. industries) for analysis. Sharing in thread.

Part 1 - Auto+anc. & alcohol
Part 2 - Consumer, consumption and FMCG
Part 3 - Chemicals, commodity, Engineering & Manufacturing, Pharma, Healthcare, Exchanges.
Read 8 tweets
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Abhishek Murarka 🐂💹
@abhymurarka
Who really owns the customer will be the cornerstone of successful businesses in the future.

Is it Amazon or the listed merchant?
Is it Swiggy or the restaurant?

Sharing 2 brilliant reads on how changing principal-agent relationships will determine winners of the future.
Making sense of the new capitalists by @hchawlah

Long form but must read for anyone who has mocked start-ups for their losses and valuations. Might change your perspective a bit.

foundingfuel.com/article/making…
Own the demand, written by an Uber product manager: "If given the choice to own all my inputs except demand, or own only demand and no other input, I’d pick the latter in a heartbeat."
florentcrivello.com/index.php/2018…
Read 4 tweets

Related threads

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Volatility Professor
@VolProfessor
1/ Was going to write about volatility modeling today, but was thinking about the world more broadly. So thought I would share this basic question

What three industries/areas are most in need of (or, would you like to see) change post the #Covid-19 pandemic?
2/ A couple of warnings

1st.) This is a long thread
2nd.) I have outlined some changes (be forwarned…this is my idealism coming through)
3/ While we are going through these rough times with #COVID19 it is a perfect time to change things that, prior to the virus, seemed impossible. The world is going through a global reset, and so it would be a wasted opportunity for us not to think about fixing problems that ...
Read 27 tweets
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Rahil Jasani
@rahiljasani
As @morganhousel says, scars of 9/11 are still felt at all airports around the world. Shoes off, jackets off, belts off, hands up, empty your bottle!

Wounds of #COVIDー19 will heal, but what about the scars? What will change forever in the world? Some things that come to mind:
1. Masks an acceptable norm in crowded places, social environments
2. Fever check at airports/borders, proof of medical records in case fever detected
3. Habit of frequent hand washing / hand sanitization
4. UV sanitisers at airports to disinfect currency notes, mobile phones
5. Permanent isolation capacities at hospitals a regulatory requirement
6. Bigger emergency funds at household, state and national level.
7. Decline in risk-taking ability in equities, esp younger generation experiencing their first severe bear market.
Read 6 tweets
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WeThePeople
@gaurangmorjaria
👉NHS Staff need to be tested
👉Drive-thru mobile test centres
👉Citizens with their families at home
👉Utility & Rent Levy to help poorest households
👉Rent Cap
👉Rationing of essentials
👉Living Wage of £10 asap
👉Billionaire’s Tax to fund foodbanks & Homelessness

#covidー19uk
👉Daily Updates via Radio/ TV
👉All events/ mass gatherings cancelled
👉Schools/ College/ Uni/ Libraries shut
👉Set Up temporary Youth Centres & Sports activities (with access to diagnostic facility) to help with child care
👉Quarantine Centres to have video conferencing facility
👉Transparency with International authorities
👉Co-ordination & co-operation with G-7, G-20, EU & other such organisations
👉Implementing Best Practices
👉Sharing insights
👉Work in collaboration with scientists world over to cone up with a vaccine
👉Set up weekly Action Plan
Read 12 tweets
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Daniel Sinclair
@_DanielSinclair
"Curbs on transport in Wuhan remain in place, and schools in the province would remain closed until further notice... New infections in Hubei continued to stabilize, with new cases declining for the sixth day. All 13 new cases in Hubei were recorded in Wuhan."
"The [Chinese] economy is still operating at about 25% below its usual levels"
This recent photograph from Wuhan articulates how disconnected from normal life the conditions have become — despite progress in slowing the epidemic and restarting the economy. Food rations are delivered by garbage truck.
Read 3029 tweets
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Daniel Sinclair
@_DanielSinclair
“Mr. Xi’s visit comes as China re­ports a steep de­cline in the num­ber of new cases. On Tues­day, Wuhan shut down the last of the 14 tem­po­rary hos­pi­tals that it had built to ac­com­mo­date the sud­den surge of new pa­tients.”
A signal that China can get back to work:
But, despite this victory lap for the Xi presidency, China is very much not back to normal. Those who can leave Hubei will still need to quarantine. Their Alipay health codes will still be red. They’ll still be shunned from society.
Read 3017 tweets
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Daniel Sinclair
@_DanielSinclair
A really heartbreaking sight. The sacrifices from health workers in China have been immense.
This is the context of that video, reportedly related to the death of hospital director Liu Zhiming.
This is making the rounds, claiming to be Chinese escaping the country into Vietnam. I'm almost certain that it is misrepresented, and that this is not true.
Read 2899 tweets

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