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Zeal to Read

Weekly Newsletter

Zeal to Read

Weekly Newsletter | by 2 | on 2021-07-11 04:10

“Value stocks are about as exciting as watching grass grow, but have you ever noticed just how much your grass grows in a week?” – Christopher Browne

News you may use

Amid Muted Demand at Home, Exports Offer Relief to Auto Cos-2-wheeler exports double in first five months of 2021; Maruti’s exports highest ever in June

As Business Travel Plunges, Firms Save Thousands of Crores in Costs-Travel costs dropped nearly 70% in FY21 as cos opted for work from home after pandemic

Braking monsoon slows sowing: Food price surge looms, but rate hike unlikely

CDSL’s tally of active demat a/cs crosses 4cr

DA hikes: Consumption boost of Rs 1 lakh crore in store; Monthly pay of govt staff to go up by up to Rs 30,000

Fitch cuts India growth forecast to 10%, says rapid vaccination to support revival

Govt brings dept of public enterprises under finmin – Move Seen As An Effort To Speed Up Privatisation Process

GST collections below ₹1 lakh cr after 8 mths

Housing sales down 76 per cent in Apr-Jun in 8 cities over previous quarter: PropTiger

India Increases Share in World M-Cap-Country’s share in world market-cap rises to 2.60% in June 2021, up from the long-term average of 2.45%

India’s hiring rate recovered moderately from 10 pc in Apr to 35 pc in May 2021: LinkedIn data

Indian households to face more stress in FY22 with increasing debt: SBI Research

India’s June services activity shrinks to 41.2 at fastest rate in 11-months

Industrial Credit Falls as Cos Deleverage-DECLINING SHARE Loans to the sector down 14% in seven years, while retail segment grows: Financial Stability Report

Large Corporates Mostly Seem to Have Escaped any Covid Hit-Foreign banks which service them likely to report stable asset quality here

Life Insurers’ New Premium Income Up Nearly 7% in Q1

Low base pushes up registration of vehicles by 23% in June  -Commercial Vechicles High Growth

Midcap & Flexicap Schemes Lead June Inflows Into Equity Funds -NET POSITIVE for fourth month in a row but lower than May levels; SIPs rise on rich valuations

Nifty Cos Likely to Report a Robust Q1-GROWTH ON LOW BASE OF Q1FY21 Sequential growth, however, is likely be muted given the impact of Covid 2.0

Insurance attracts 40% FPI flows in June

Outward Remittances Fall by $6 b on Travel Curbs-First contraction in five years; capital account transactions like investments rise on a small base

RECORD 16 UNICORNS BORN SO FAR IN 2021-Indian Startups Raise $12B till June-2020 investments surpassed in 6 months as VCs, PEs bet on increased digital adoption

Services activity shrinks at fastest rate in 11 mths in June

Unemployment rate falls to 7.3% as India unlocks

When the Chips Are Down -From Electronics to Auto, Cos Brace for Lower Output

Views may be of use

Money Rules
No one is impressed with your possessions as much as you are.
Source: https://www.collaborativefund.com/blog/$/

Journey to 100X
When’s the last time you made 100X on an investment? Not 100% on your initial investment, 100 times your initial investment. That means you sink $10,000 into an investment and pull out a cool $1,000,000…for many investors this could be a life-changing outcome. That’s a 100X return, and in the investment community, we refer to this rare event as a 100-bagger. Viewed in the context of average investment returns, it’s nothing but fantasy or wishful day dreaming.
Source: https://mebfaber.com/2021/07/01/journey-to-100x/

What is Robinhood? Plus: Buy Now Pay Later, M&A, Weather
Ask any bystander of the industry what the fundamental difference between gambling and investing is and the response might be the role of skill versus luck in the outcome. But that wouldn’t be right. Many gamblers (for example Matthew Benham or Tony Bloom) show profound skill, and the role of luck in investing is well known. Rather, the key difference is that investing typically involves the creation or purchase of an asset with the expectation of long-term capital appreciation, which does not occur with gambling. In addition, in investing, the asset is never explicitly staked, whereas this always occurs with gambling – the best definition of gambling is staking money on an event having an uncertain outcome in the hope of winning additional money.
Speculation captures the crossover of the two activities. Like investing, it takes place in a financial markets environment but it tends to be shorter term, higher risk and focused on generating gains from price movement with less regard for the fundamental value assets.
Source: https://www.netinterest.co/p/what-is-robinhood

How Often Does Dollar Cost Averaging Fail?
Think about the power of this conclusion. If you had picked a random month to start buying U.S. stocks and kept buying for the rest of the decade, there is a 98% chance that you would have beaten cash (and an 83% chance that you beat 5-Year Treasuries as well). Yes, there were times when you underperformed, but in a vast majority of periods you would have made significant gains.
Source: https://ofdollarsanddata.com/how-often-does-dollar-cost-averaging-fail/

America’s workforce is graying, and ageism could cost the economy trillions of dollars
The population of older Americans is projected to grow more quickly than the population as a whole. The Census Bureau estimated that about 36% of the US population was 50 or older in 2020, and that share is projected to grow to about 40% by 2050.
Older Americans are also working in larger numbers than ever before. According to the Bureau of Labor Statistics, the number of Americans 55 and older either working or actively looking for work has more than doubled since the 1990s, with about 37 million older Americans in the workforce as of March 2021.
Source: https://www.businessinsider.in/policy/economy/news/americas-workforce-is-graying-and-ageism-could-cost-the-economy-trillions-of-dollars/articleshow/83989384.cms

The Best Summary of How to Win Friends and Influence People
Criticism is futile because it puts a person on the defensive and usually makes him strive to justify himself. Criticism is dangerous, because it wounds a person’s precious pride, hurts his sense of importance, and arouses resentment. …. Any fool can criticize, condemn and complain—and most fools do. But it takes character and self-control to be understanding and forgiving.
Source: https://fs.blog/2012/07/how-to-win-friends-and-influence-people/

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