Exchange Filings

GE Shipping: Cash> Market Cap

Source: Investor Presentation of The Great Eastern Shipping Co Ltd


Linkfest: 03 August, 2020

Some stuff I am reading today morning:

July sales hint at auto sector revival (Hindu)

Mumbai property registration gathers pace (ET)

WhatsApp a step closer to pay play (Mint)

Interview with Biocon Biologics CFO Chinappa MB (FE)

Meet Sharad Shah, Short Seller (Santosh Nair)

Contrarian Investing in Cyclicals (Jiten Parmar)

Stock Analysis: Honeywell Automation India Ltd (Dr Vijay Malik)

Its August.Now What? (Michael Santoli)

On SPACs (Howard Lindzon)

The dethroning of the US $ (Katusa)


Top Clicks on Alpha Ideas This Week

Here are the most clicked items on Alpha Ideas this week:

Zuckerberg on Jio (AI)

Deepak Parekh on Commercial Real Estate (AI)

Warren Buffett pulled off the greatest trade ever (AM)

Better than India (AI)

What is gold telling us (Luke Gromen)

How rich people go broke (Common Sense)

Inside the Hinduja family feud (Forbes)

Investors lead the rush back into India’s offices (Reuters)

2020 is 1890 (AI)

Chart: API Exports (AI)


Weekend MegaLinkfest: 31 July, 2020

Some off beat reads for the weekend:

The Panopticon is already here (Atlantic)

The American Caste System (Guardian)

My mid-life crisis as a Russian sailor (Outside)

An unexpected visit to Pakistan (Team BHP)

Spoof: Biden’s VP shortlist (Onion)

Can masks kill you while running? (BI)

Our PM and CMs are puppets of the IAS (TOI)

Burnt Sugar (Avni Doshi)

The Sudden Change (Qais Akbar Omar)

The truth about Allah Baksh Samroo (True Indology)

A thread on Roman Treasure (Gareth Harney)

White Mughals, Whitewashing, Whitesplaining (First Post)

History of India’s Chola Empire (Thought)

Hitler never used Swastika (Swarajya)

On the Moplah Riots (Sunday Guardian)


Deepak Parekh on Commercial Real Estate