Linkfest: 05 July, 2022

Some stuff I am reading today morning:

HDFC Bank receives RBI nod for merger with HDFC (MC)

Trading dries up on Indian Crypto Exchanges (BS)

LIC: Tough road ahead (Forbes)

Company: Indira IVF (BI)

Stock Talk: Automotive Axle (Phoenix Capital)

No hotels, restaurants can add service charge automatically (BT)

Crypto platform Vauld suspends operations (Fortune)

Interview with Sarah Ketterer (The Market)

The gap between investor return & investment return (Morningstar)

Turkey’s annual inflation soars to 79% (CNBC)


Chart : India Cement

Source : Mint

Linkfest: 04 July, 2022

Some stuff I am reading today morning:

Refiners stay healthy despite additional excise (BS)

Analysis of windfall tax impact on RIL, MRPL & Chennai Petro (Stocks Populi)

Exchanges approve HDFC-HDFC Bank merger (MC)

SEBI fines Kotak AMC (Fortune)

Company: RMZ Corp (BI)

Mistakes retirees make (Bala)

Interview with Tweedy Browne (The Market)

Why Buffett bought BNSF railroad (Canadian Value)

The Tech industry is bracing for a historic slump (Status Markets)

The Playbook (Ted Lamade)


Top Clicks on Alpha Ideas this Week

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

When to buy steel stocks (AI)

Bector Foods: Very Very (AI)

TTK Healthcare: The Pleasure is all yours (AI)

Presentation: Banking on Banks (Nooresh Merani)

Adani Ent: Spot the Private Bank (AI)

Are we at market capitulation? (Aarati Krishnan)

TVS Motors: Charged Up (AI)

Krsnaa: Scale Economics Shared (AI)

Wealth Vs Getting Wealthier (Morgan Housel)

Thread: What happened between Shiv Sena & BJP (Apar Bharat)


Weekend Mega Linkfest: 01 July, 2022

Some off beat reads for the weekend:

Draupadi Murmu: An Epic Choice (PR Ramesh)

Thread: What happened between the Shiv Sena & BJP (Apar Bharat)

Thread: 12 Reasons why Fadnavis decision makes sense (Cogito)

The old establishment is still very powerful (Balbir Punj)

The Case for the Wuhan lab leak theory (Spiked)

Turkey: Jihad against Cyprus (Gatestone)

What NATO’s new strategic concept means for China (RT)

How London’s Olympic legacy was sold out (Guardian)

Thread: Story of New York’s Citicorp Center (Trung Phan)

Harvard must fall (Ayaan Hirsi Ali)

Lessons from a Turkish coup (American Conservative)

How a teacher became one of Nepal’s biggest You Tube star (ROW)

The Indian wine geeks of Silicon Valley (Shobha Narayan)

Thread: Ulysses Grant, Face of the $50 Bill (David Zabinsky)

Auto Review: Mahindra Scorpio-N (Team BHP)