Categories
Links

Linkfest: 02 August, 2022

Wishing everyone on the auspicious day of Nag Panchami

Some stuff I am reading today morning:

Govt garners record 1.5 Trillion Rs from 5G spectrum auction (BS)

Reliance’s plans to roll out India’s most advanced 5G network (BSE)

Pelosi may visit Taiwan today (CNBC)

5 possible Chinese Military responses to Pelosi Taiwan visit (ZH)

FPIs return to Indian equities (FE)

Thread: Fluoro Polymers (Manoj Krishna Reddy)

Q2 earnings takeaway from cloud hyperscalers (SSI)

How the weakening rupee is impact study plans in the US (Forbes)

Breaking points (Ted Lamade)

How Russian Oil is making its way to Asia (Oil Price)

Categories
Hotels MegaTrends

Mega Trends: India Travel

Source: Investor Presentation of Mahindra Holidays & Resorts India Ltd

Categories
Exchange Filings

ADF Foods: Naansense

Source: Exchange Filings of ADF Foods Ltd

Categories
Links

Linkfest: 01 August, 2022

Some stuff I am reading today morning:

No ITR deadline extension (BS)

RBI to hike rates by 25-35 bps (MC)

Parle Products tops most FMCG categories (Rediff)

Prashant Jain: The legacy (Fortune)

Is Crypto Ban possible in India? (BW)

Lessons from investing in my son’s future for last 12 years (Free Fincal)

The fundamental problem for every investment adviser (Klement)

Staying rich (Humble $)

China issuing ‘red lines’ statements about China (ZH)

German cities begin turning off lights to save energy (Oil Price)

Categories
TopClicks

Top Clicks on Alpha Ideas this Week

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

Equitas: Revenge of the Low Level Employee (AI)

How to assess any business in 10 seconds (Mohnish Pabrai)

Thread: Don’t take holiday membership (Dr Prashant Mishra)

Inflation, What Inflation? (AI)

Sharda Cropchem : Currency Casualty (AI)

How to build a Concentrated Portfolio (AI)

Gokex: Heads Now, Tails Later (AI)

Adani: Total Partnership (AI)

Are kids worth the cost? (RootOfAll)

Economic woes mount in Bangladesh (BT)