Source: Investor Presentation of Trident Ltd
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Author: Raoji
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Linkfest: 20 November, 2023
Some stuff I am reading today morning:
On India’s loss (Rahul Dravid)
India to have 1900 GCCs by 2025 (Fortune)
Western cos are pulling Billions of $ out of China (BBC)
AI: The Coming Revolution (Coatue)
The death of smallcap Equities (Verdad)
9 income sources of Salman Khan (FE)
Clearing the air around FIRE (Morningstar)
The best time to diversify (Charlie Bilello)
Survival of the fittest mind (Ed Thorp)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
Carysil: Let that sink in (AI)
Bosch: Jane Kahan Gaye Woh Din (AI)
Steel: China=9 (AI)
Think Small (AI)
VST: Shareholders Vs Directors (AI)
10 Predictions for the coming decades (Vinod Khosla)
Thread: 3 Diwali Picks (Caprize)
MTAR: See the future (AI)
IT Services Vs ER&D Services (AI)
Maha Bank: Gold Rush (AI)
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Mega Linkfest: 17 November, 2023
Some off beat reads for the weekend:
Pakistan’s mass deportation of Afghans (Crisis)
Hamas is Holy in Kerala (Colonel S Dinny)
Gaza sliding into ‘Hunger Hell’ (Arab News)
We will pay the price of being alone (Times of Israel)
The coming War in the Caucasus (American Conservative)
The RAW Escapades (Pak Tribune)
How China is responding to decoupling of the West (ORF)
Rishi Sunak at bay (Open)
How multiculturalism fuels hate (Spiked)
Nitrogen wars in Netherlands (Guardian)
Canada: The Crescent & the Hammer (Rair Foundation)
Thread: Mohammad Usman (Paperclip)
Thread: Vishnu Ganesh Pingley (Arya Anviksa)
Thread: Dutch Colonizers in Tamil Nadu (Tamil Labs 2.0)
Drive: Alaska (Team BHP)
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