Author: Raoji

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Links

Linkfest: 23 October, 2023

Some stuff I am reading today morning:

Meet Ashok Vaswani, new CEO of Kotak Bank (BT)

Cash holdings with MFs at 16 year low (Rediff)

Rural recovery for FMCG cos takes a pause (BS)

Why we didn’t invest in Raymond (Scottish Oriental)

Superlinear Returns (Paul Graham)

Gold & the Debt bubble (Sprott)

Thread: Consequences of Unicorn Debt (Aditi Shrivastava)

How to invest in times of war (Of $ and Data)

Markets have suffered a ‘sea change’ (Felder Report)

Economist PhDs are mind-bendingly nuts (Rudy Havenstein)

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TopClicks

Top Clicks on Alpha Ideas this Week

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

Alpha Ideas 20 20 Meet: 2023 Edition (AI)

HDFC AMC: Gore Ko Kaun Samajaye? (AI)

Persistent: Jaisa Naam, Waisa Kaam (AI)

Syngene: Saat Saal Baad (AI)

Pump & Dump 101 (MC)

Ganesh Housing: Double Protection (AI)

JTL Industries: Double Up (AI)

Dyaani: Losing my Marblez (AI)

Darshan Hiranandani Vs Mahua Moitra (BW)

A few laws of getting rich (Morgan Housel)

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Links

Weekend Mega Linkfest: 21 October, 2023

Some off beat reads for the weekend:

Atrocities on Pakistani Hindus (Trunicle)

Iraq, Yemen can join the war (Cradle)

Erasing Palestine (Al Jazeera)

Why they kill Jews (Spiked)

Global Jew Hunt (RAIR)

What the Israel war is about (TOI)

Imperial Follies in the Holy Land (American Conservative)

Yesterday’s man: Zelensky (RT)

Britain always seeks a profit in wars (Declassified UK)

Russia’s return to Africa (ORF)

The Wagnerization of Political Order (Palladium)

The Worldwide History of Tattoos (Smithsonian)

Drive: Karnataka Temple Run (Team BHP)

Japan’s ancient art of taiko drumming (BBC)

Watching Dev Anand on the big screen in 2023 (Jai Arjun)

Categories
InvestorPresentations

Ganesh Housing: Double Protection

Source: Investor Presentation of Ganesh Housing Corporation Ltd

Categories
Links

Linkfest: 20 October, 2023

Some stuff I am reading today morning:

Softbank to sell $123 Million stake in Zomato (BS)

FED Chairman Powell says inflation is still too high (CNBC)

US 30 Year Mortgage rates hit 8% (Calculated Risk)

PayPay, powered by Paytm, is market leader in Japan (Japan Times)

BSE market share in derivatives doubles (FE)

Lithium prices crash (Oil Price)

Darshan Hiranandani Vs Mahua Moitra (BW)

Groww Vs Zerodha (Forbes)

Pump & Dump 101 (MC)

Spines Out (Seth Godin)