Source: Hindenburg Research
Author: Raoji
Categories
Linkfest: 30 January, 2023
Some stuff I am reading today morning:
Adani 413 Page response to Hindenburg Report (BSE)
All eyes on Adani stocks (BS)
Thread: How did Hindenburg structure its shorts (Vijay Venkatram)
Thread: China wins if Adani loses (R L Narayanan)
Embassy REIT: Stable performance (FE)
Drone attacks on Iran (CNBC)
Interview with Howard Marks (The Market)
The difference between arithmetic and geometric returns (Klementon)
How much house/car I can afford? (Thomas Kopelman)
On the Chinese Property Market (Platinum)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
Why Fund Managers missed Adani (AI)
Another Epic Exit (AI)
US Recession Indicator is flashing red (AI)
Thread: Takeaways as a Microcap Investor (Gunavanth Vaid)
PMS Scheme’s returns trail Nifty (FE)
Shoppers Stopping (AI)
Pidilite: No bond with growth (AI)
MapMyIndia after the IPO (Forbes)
Appalling Reality of Shorting (AI)
My 8 Best Techniques for evaluating Character (Ted Gioia)
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Weekend Mega Linkfest: 27 January, 2023
Some off beat reads for the weekend:
West is ‘In a War with Russia’ (Viktor Orban)
India’s indifference to Pakistan (M J Akbar)
Pakistan’s dark age (Al Jazeera)
Croatia’s ties with Nazism (TOI)
Brazil :Bolsonaro’s long shadow (Baffler)
Vietnam’s Red Napoleon (Palladium)
Amsterdam’s Under Water Garage (Verge)
The Native Americans who visited Europe (Smithsonian)
Humans Vs Elephants in Hassan (Fifty Two)
Thread: Savitribai Phule was a British missionary (True Indology)
Society weddings in Pakistan (Dawn)
On Fauda’s global journey (Mint)
Thread: Book Launch Strategy of ‘Atomic Habits’ (Rahul Mathur)
Grand Palaces of India (LHI)
Thread: The first known writer in human history (CT)
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Another Epic Exit
