Thread by @hktg13, A thread of threads written by me in 2020.' Writing clarifies thought'- [...]

A thread of threads written by me in 2020.

& #39; Writing clarifies thought& #39;- while had known this for a while,was only in 2020, that I put it in practice on a public platform like Twitter,so here goes
1. Interview with Prof @AswathDamodaran & my takeaways

https://bit.ly/32dwJYY ">https://bit.ly/32dwJYY&q...

2. My take on lotteries of Kerala & how while instant gratification as a personal choice is rational, as a society when taken to extremes makes everyone poorer
https://bit.ly/2EswWiq ">https://bit.ly/2EswWiq&q...

3. P/E ratio oddities in post Covid world
https://bit.ly/2CPaTSK

4.">https://bit.ly/2CPaTSK&q... How is taxes on our consumption shared between center & state and why states need to be made more accountable? - perspective across decades
https://bit.ly/2EvMAJS ">https://bit.ly/2EvMAJS&q...

5. Key changes in Indian govt sources of revenues & areas of expenditure across the last decade
https://bit.ly/2FOFvFa

6.">https://bit.ly/2FOFvFa&q... Indian equities relevance to world markets
https://bit.ly/2QfH80x

7.">https://bit.ly/2QfH80x&q... Difference in productivity of PSU & PVt firms in India Inc
https://bit.ly/3laO8tK ">https://bit.ly/3laO8tK&q...

8. Are profits really concentrated in India Inc or is it impact of widening loss pools? - A rebuttal to @TheEconomist
Article
https://bit.ly/2QiXBBb

9.">https://bit.ly/2QiXBBb&q... Contrasting free cash flow generation by India Inc & USA Inc
https://bit.ly/3aO7Fvi ">https://bit.ly/3aO7Fvi&q...

10. How India can provide demand stimulus in post Covid world by NOT stigmatising consumption of top 30% households?
https://bit.ly/2EvQe6z

11.">https://bit.ly/2EvQe6z&q... Asset allocation through the prism of median wealth to income ratio across countries & implications for India
https://bit.ly/3laDjbi ">https://bit.ly/3laDjbi&q...

12. Unlisted India Inc vulnerability in post Covid world, & how listed India Inc will likely gain in medium term
https://bit.ly/2YrUzz3

13.">https://bit.ly/2YrUzz3&q... PAT margin trends of listed India Inc and how it has changed with time
https://bit.ly/32iZByH ">https://bit.ly/32iZByH&q...

14. Contrast of debt servicing capabilities of Chinese, US & Indian households
https://bit.ly/2QhqD40

15.">https://bit.ly/2QhqD40&q... How much does govt spending contribute to GDP across countries and time & India& #39;s relatively low capacity to spend
https://bit.ly/3hmD62e ">https://bit.ly/3hmD62e&q...

16. Credit market in India, split by banks, non-banks and bonds and it& #39;s evolution
https://bit.ly/2YpXZCc

17.">https://bit.ly/2YpXZCc&q... India competitiveness and share of global trade across time
https://bit.ly/2Qenz8H ">https://bit.ly/2Qenz8H&q...

18.Rolling returns of gold and nifty since 1993
https://bit.ly/3hjUZPe

19.">https://bit.ly/3hjUZPe&q... Inventory & its impact on Indian GDP growth - is there a regime shift?
https://bit.ly/34otmRF ">https://bit.ly/34otmRF&q...

20. My alternative to PSU sell-down being currently pursued by govt- "BharatCOIN" that can both pump prime economy as well as increase value of PSU companies
https://bit.ly/34nMZZP ">https://bit.ly/34nMZZP&q...

& #39;Writing is an art of discovery& #39; - have learnt, clarified my thoughts, the feedback received has nudged further discoveries & enticed more questions that one seeks more answers to. Many thanks

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