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Chart

More to the Markets

Source: Investor Presentation of Bajaj Finserv Ltd

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Links

Linkfest: 17 December, 2024

Some stuff I am reading today morning:

US stocks rule (The Street)

India’s merchandise trade deficit hits record (BS)

PSBs write off loans worth 6.5 Lakh Crore in 5 years (Fortune)

Mumbai APMC NSEL-like scam (BW)

Potato crisis in India (Rediff)

Stock Analysis: Advait Energy Transition Ltd (Dr Vijay Malik)

Interview with Russell Napier (The Market)

A basic framework for growth stocks (Quipus Capital)

7 Lessons from 2024 (Charlie Bilello)

How to review your investments (Humble $)

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AlphaIdeas

Blog Break !

Will resume next week

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TopClicks

Top Clicks on Alpha Ideas this Week

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

Alpha Ideas 20 20 Meet – 2024 Edition (AI)

Swan begins to sail (AI)

India is no longer #1 (AI)

AGL: Pappa or Pappu ? (AI)

Yusuff Ali: The Retail King (BI)

AMC ranks based on performance (MF Guy)

Swiggy: Insta Moat (AI)

SEBI cracks down on finfluencers (DH)

Answer the Question (AI)

Silver Buying Opportunity (DR)

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Links

Weekend Mega Linkfest: 06 December, 2024

Some off beat reads for the weekend:

Thread: Congress-Deep State Connection (BJP)

Maharashtra: Saffron Supremacy (Open)

The RSS strategist of helped craft Maharashtra victory (Op India)

How Russia plans to win in Ukraine (RT)

Syria’s North-Western front erupts (Crisis)

Ethnic violence in Syria (JPost)

The Kurram conflict in Pakistan (Tribune)

The GCC rhetoric on Israel (TOI)

Muhammad is the most popular name in Britain (Rair)

University of Hindutva (Baffler)

Inside Vatican’s saint making process (Guardian)

Slavery in the Pacific Islands (Smithsonian)

Four Species of King Cobra (Scroll)

Thread: The massacre of Hindus & Sikhs in Alibeg (Arya Anviksa)

Drive: Mercedes GLC 300 (Team BHP)