Read on Twitter
A thread of threads written by me in 2020.
' Writing clarifies thought'- 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
' Writing clarifies thought'- 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
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
3. P/E ratio oddities in post Covid world
https://bit.ly/2CPaTSK
4. 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/2CPaTSK
4. 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
5. Key changes in Indian govt sources of revenues & areas of expenditure across the last decade
https://bit.ly/2FOFvFa
6. Indian equities relevance to world markets
https://bit.ly/2QfH80x
7. Difference in productivity of PSU & PVt firms in India Inc
https://bit.ly/3laO8tK
https://bit.ly/2FOFvFa
6. Indian equities relevance to world markets
https://bit.ly/2QfH80x
7. Difference in productivity of PSU & PVt firms in India Inc
https://bit.ly/3laO8tK
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. Contrasting free cash flow generation by India Inc & USA Inc
https://bit.ly/3aO7Fvi
Article
https://bit.ly/2QiXBBb
9. Contrasting free cash flow generation by India Inc & USA Inc
https://bit.ly/3aO7Fvi
10. How India can provide demand stimulus in post Covid world by NOT stigmatising consumption of top 30% households?
https://bit.ly/2EvQe6z
11. Asset allocation through the prism of median wealth to income ratio across countries & implications for India
https://bit.ly/3laDjbi
https://bit.ly/2EvQe6z
11. Asset allocation through the prism of median wealth to income ratio across countries & implications for India
https://bit.ly/3laDjbi
12. Unlisted India Inc vulnerability in post Covid world, & how listed India Inc will likely gain in medium term
https://bit.ly/2YrUzz3
13. PAT margin trends of listed India Inc and how it has changed with time
https://bit.ly/32iZByH
https://bit.ly/2YrUzz3
13. PAT margin trends of listed India Inc and how it has changed with time
https://bit.ly/32iZByH
14. Contrast of debt servicing capabilities of Chinese, US & Indian households
https://bit.ly/2QhqD40
15. How much does govt spending contribute to GDP across countries and time & India's relatively low capacity to spend
https://bit.ly/3hmD62e
https://bit.ly/2QhqD40
15. How much does govt spending contribute to GDP across countries and time & India's relatively low capacity to spend
https://bit.ly/3hmD62e
16. Credit market in India, split by banks, non-banks and bonds and it's evolution
https://bit.ly/2YpXZCc
17. India competitiveness and share of global trade across time
https://bit.ly/2Qenz8H
https://bit.ly/2YpXZCc
17. India competitiveness and share of global trade across time
https://bit.ly/2Qenz8H
18.Rolling returns of gold and nifty since 1993
https://bit.ly/3hjUZPe
19. Inventory & its impact on Indian GDP growth - is there a regime shift?
https://bit.ly/34otmRF
https://bit.ly/3hjUZPe
19. Inventory & its impact on Indian GDP growth - is there a regime shift?
https://bit.ly/34otmRF
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
'Writing is an art of discovery' - have learnt, clarified my thoughts, the feedback received has nudged further discoveries & enticed more questions that one seeks more answers to. Many thanks
