Some stuff I am reading today morning:
UPSC cancels lateral entry recruitments ( BS )
NIM of Banks fall ( DH )
Interview with Ruchir Sharma ( MC )
Defence startup funding hits new records ( Crunchbase )
Sector Watch : Hotels ( FE )
Company : Bata India ( Forbes)
Deep Dive : Domino’s Pizza Group ( Long View )
No correction without falling stock prices ( ASC )
Long win streaks happen in bull markets ( Carson )
Stop paying attention ( BI )
Some stuff I am reading today morning:
India focussed offshore funds received record inflows ( DH )
P2P lenders stare at muted growth ( FE )
DoT’s demand on Chinese tech worry telcos ( MC )
Interview with Shridatta Bhandwaldar ( Rediff )
Company : Bajaj Electricals ( Forbes )
Google’s summer of reckoning ( BW )
Oil & Gas Industry is enjoying record profits ( Oil Price)
The Companies building Data Centers ( Katusa )
Investments – Getting organised ( Bala )
What it takes to raise a Series B ( Iconiq )
Some stuff I am reading today morning:
Record SIP outflows in July 2024 (Rediff)
Riding the IPO wave (BW)
Pune’s Burger King fends off global giant (BT)
CBDT issues action plan to IT Dept (DH)
Thread: Ola Electric (The Kaipullai)
Curious Case of Suzlon Energy (Tankrich)
Don’t be a buyer in Nvidia’s bear market (Yahoo)
The 3 Lithium Lies (Katusa)
What do VC returns actually look like? (Hunter Walk)
The Process is the Reward (Kingswell)
Here are the most clicked items on Alpha Ideas this week:
Alpha Ideas SME Stars – 2024 Edition (AI)
The Alpha Ideas SME Channel (You Tube)
Inox Green: Chimpanzee to Gorilla (AI)
Valuation Indicators are flashing red (AI)
DOMS: Backward Integration (AI)
Supriya: Super Margins (AI)
Skin in the Game (AI)
Where the World’s Wealthy are fleeing (AI)
Starbucks’ fall from grace (MC)
Why almost nobody is buying green hydrogen (HT)
Some off beat reads for the weekend:
Bangladesh: The new Great Game (Open)
Hatred against Hindus in Bangladesh (Print)
August 15: Freedom or Horror? (Organiser)
Rahul Gandhi’s Colombian Drug Cartel connection (Blitz)
Has Zelensky walked into Putin’s trap? (Newsweek)
India’s Russia Option (National Interest)
Donald Trump Elon Musk Interview (Rev)
In praise of Elon Musk (IM1776)
Israel wants a wider war (Jacobin)
Palestine meets the BRICS (Cradle)
A Leftist Jew’s recent visit to Israel (Guardian)
Bibi’s evolving Hamas story (TOI)
Unravelling Pakistan’s Polycrisis (Friday Times)
Bangalore Real Estate Musings (Team BHP)
Photos: Elephants (Smithsonian)