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Chart : Industrial Metals Rally
Author: Raoji
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Linkfest: 13 Februrary, 2023
Some stuff I am reading today morning:
Barings PE to sell stake in Coforge (BS)
Interview with Rajiv Jain, CIO GQG Partners (The Market)
Thread: Repo rate explained (Swapnil Kabra)
2023 outlook for Emerging Markets (Ashmore)
Thread: How to save taxes after selling property (Chirag Chauhan)
ChatGPT is a blurry JPEG of the Web (New Yorker)
Why we still believe in concentrated investing (Oakmark)
The Buffett formula of becoming smarter (FS)
Deep Dive: Japanese Trading Cos (Value Punks)
Risk & Regret (Morgan Housel)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week :
Why I bought Ambuja Cement ( Samir Arora )
Bear cartel attack on Adani group ( BL )
Deconstructing the Adani affair ( Aswath Damodaran )
Budget Impact on REITs & InvITs ( AI )
IRCON : Akele Hum ( AI )
USL : Think Pink ( AI )
Odisha : The Land of Krsnaa ( AI )
PPFAS note on Coal India ( Crazy Naval )
Tata Steel : 2x ( AI )
11 things that 0% interest rates caused ( YM )
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Weekend Mega Linkfest: 10 February, 2023
Some off beat reads for the weekend:
How America took out the Nord Stream Pipeline (Seymour Hersh)
Why Ajit Doval met Vladimir Putin in Moscow (DailyO)
Turkish Earthquake & Erdogan (Guardian)
What is happening in Gwadar? (Dawn)
US-China War by 2025 (RT)
Everywhere Berlin (American Conservative)
Pervez Musharraf, the Accidental Dictator (M J Akbar)
The making of the Kargil disaster (Dawn)
Thread: Jallianwala Bagh of the South (Bharadwaj)
How people behave after a major earthquake (Manu Joseph)
Why Indian police shut down cities for VVIPs (Vir Sanghvi)
How Hindu Temples are being harassed in Kerala (Swarajya)
Thread: Why is India the most populous country? (Tomas Pueyo)
Why 2023 is the Year of Millets (BBC Travel)
Thread: Mughal-E-Azam (The Paperclip)
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Back from the Dead
