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MegaTrends

Mega Trend: India Data Centers

Source: Investor Presentation of Anant Raj Ltd

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Links

Linkfest: 26 December, 2023

Some stuff I am reading today morning:

New Covid sub-variant on radar (MC)

Reliance-Disney merger explained (HT)

Paytm lays off 1000 employees (BS)

On Private Capex (FE)

On India’s lab grown diamonds (CNBC)

Interview with Louis-Vincent Gave (The Market)

Fraud at Silicon Valley startups (NYTimes)

Momentum Everywhere, including Equity Options (Alpha Architect)

2023: Another miserable year for forecasters (Math Investor)

Respect each other’s delusions (Morgan Housel)

Categories
Links

Weekend Mega Linkfest: 22 December, 2023

Some off beat reads for the long weekend:

The unravelling of secular intellectualism (Swapan Dasgupta)

Sacrifice of Kothari Brothers in Karsevak massacre (Swarajya)

Thread: CIA spy inside Indira Gandhi’s cabinet (Aham Brahmasmi)

Pakistan: Persisting Instability (Sushant Sareen)

Israel’s assault on Gaza (Jacobin)

Russia accuses Germany of theft (RT)

What China saw in Kissinger (Sinification)

My vision for new world order (Aleksandr Dugin)

Greta Thurnberg divides the Climate movement (Spiegel)

Sharia Australia (Rair Foundation)

Yemen’s dagger slices through normalization (Cradle)

The shameless coverup of the lab leak theory (Spiked)

Thread: Gayatri’s curse on Tipu Sultan (Shree History)

Ayodhya’s 1934 clash (Swarajya)

Thread: Why sleep is important (Priya Nagwani)

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Exchange Filings

HFCL: Firstji to 5G

Source: Exchange Filings of HFCL Ltd

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InvestorPresentations

Allcargo: Demerge & Merge

Source: Investor Presentation of Allcargo Gati Ltd