Categories
Links

Linkfest: 05 December, 2023

Some stuff I am reading today morning:

Sensex, Nifty at all time highs (Rediff)

Adani group stocks surge (FE)

India at CoP28 (Forbes)

Benaami Billionaire Abu Azmi in tax net (BW)

Byju’s defaults on its payments to BCCI (Money Life)

Gold spike creates wealth effect in India (Fortune)

Adani Green commits to boost capacity 5x by 2030 (Oil Price)

Capital Allocation-Factor Strategy (GrowthFiniti)

Full transcript of Charlie Munger’s last interview (CNBC)

Factory Construction boom in the US (Climateer)

Categories
Anecdotes

Charlie Munger on Luck

Source: Wall Street Journal

Categories
FMCG

AWL: Staples Ka Sultan

Source: Investor Presentation of Adani Wilmar Ltd

Categories
Links

Linkfest: 04 December, 2023

Some stuff I am reading today morning:

BJP Hat Trick in 2023 means guarantee of BJP Hat Trick in 2024 (NDTV)

Markets will love the state election results (Prabhakar Kudva)

Rally in US markets has been fast n furious (The Street)

Global indices at all time highs (Nooresh)

Coal India surpasses production target (Fortune)

Inside Foxconn’s struggle to make iPhones in India (ROW)

How much are you hurting your returns? (Microcap Club)

Overcoming cash addiction in your portfolio (Common Sense)

A new twist on Momentum strategies (Alpha Architect)

Shutting down my blog (TRB)

Categories
TopClicks

Top Clicks on Alpha Ideas this Week

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

KSolves: Dividend > IPO Raise (AI)

Wabag: Pure Partner (AI)

Ganesh Benzo: Single Discharge (AI)

Interview with Ramesh Damani (Morningstar)

TCS: On a slippery slope (Money Life)

Interview with Raamdeo Agrawal (Forbes)

Syrma: Waiting to Log In (AI)

Mega Trend: India Tyres (AI)

Mandeep: No Permission (AI)

Company: Protean (BI)