Source : Financial Times
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Chart : Off Drinks
Source : Financial Times
Author: Raoji
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IHCL: Waah Taj
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Linkfest: 23 September, 2024
Some stuff I am reading today morning:
MF Industry is sitting on a cash pile of 2.45 Lakh Crore (Cafe Mutual)
FPIs pump 33,700 Cr in Indian Equities in Sept 2024 (BS)
India’s Green Transition gains momentum (Oil Price)
BookMyShow crashes as Cold Play fans try to get tickets (MC)
Company: SpiceJet (BW)
Stock Analysis: Nibe Ltd (Dr Vijay Malik)
Stock Talk: P&G Hygiene (Rediff)
Fact Checking Central Banks (Aswath Damodaran)
Shall we repeal the laws of economics? (Oaktree)
Interview with First Eagle IA (Value Investor)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
China’s Public Enemy # 1 (AI)
Cash is an active choice (AI)
Diageo is tightening its grip on India (BT)
Thread: Notes from TIA Summit (Abhishek Murarka)
The return and rise of Anil Ambani (BW)
Chart: Coffee Count (AI)
Can you have too much money? (Big Picture)
Company: Equitas Small Finance Bank (BI)
Tupperware to file for bankruptcy (DH)
A tale of two wills (BS)
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Weekend Mega Linkfest: 21 September, 2024
Some off beat reads for the weekend:
The battle for Delhi (Open)
Rahul Gandhi’s US trip (Organiser)
Thread: The anti-India toolkit activated (Pandora’s Box)
Kamala’s Money Machine (Front Page)
Canada’s Jackpot Generation (Maclean’s)
Who is the real Giorgia Meloni? (Guardian)
Israel Vs Hezbollah (National Interest)
Pager attacks rattles Axis of Resistance (Al Majalla)
The unfolding human tragedy in Afghanistan (Express)
Sri Lanka’s bailout blues (Crisis)
Covid leaked from a Lab (Spiked)
The alternative to Oktoberfest (BBC Travel)
Travelogue: Azerbaijan (MWL)
Ride: Hampi (Team BHP)
The disillusionment of America’s Founders (PSmiths)