Some stuff I am reading today morning:
India GDP grows at 13.5% in April-June quarter (Rediff)
Russia stops gas to Europe (BBC)
India may import wheat (Yahoo)
How Mukesh Ambani will double RIL’s valuation (BT)
Campa Cola to return as a Reliance brand (BS)
Notes from Maruti AGM (MC)
SEBI bans 3 individuals for unauthorised investment advisory (FE)
Property crash in China (Guardian)
China’s steel industry is in crisis (Oil Price)
Thread: Story of the Plaza Accord (PHG)
Some stuff I am reading today morning:
Chairman Mukesh Ambani’s speech at RIL 45th AGM (BSE)
Promoter infighting in IFGL refractories (Money Life)
NDTV seeks clarity from SEBI on Adani deal (Rediff)
My thoughts on Tanla AGM 2022 (Abraham George)
Startup: Gameberry Labs (Forbes)
Company: MM Forgings (BI)
On Crisis Investing (The Market)
Is this chart going up or down? (TRB)
Risk is deeply personal (Morningstar)
Great value investing requires thoughtful arrogance (Vitaliy Katsenelson)
Some stuff I am reading today morning:
Speech of Fed Chair Powell at Jackson Hole (FRB)
What to expect from Reliance AGM today (BS)
A Stock trader’s guide to Reliance AGM today (MC)
Adani Group launches open offer for ACC, Ambuja Cements (Fortune)
Maruti Suzuki marks 40 years in India (BT)
Poor controls at City Union Bank (Money Life)
How to do Business Analysis of Hotels (Dr Vijay Malik)
Winning (Bill Gross)
Q2 CY22 Letter to Investors (Pershing Capital)
War, Industry & the Future (Macrodesiac)
Here are the most clicked items on Alpha Ideas this week:
Lemon Tree: Aurika Moment (AI)
Cera: Cash is King (AI)
Don’t worry about Adani debt (Quint)
Thread: Adani’s takeover of NDTV (Beat The Street)
Hindware: Let that sink in (AI)
Arman: Desi Shylock (AI)
Yash Pakka: Billion $ Plans (AI)
Amrutanjan: Comfy Growth (AI)
Chemical Industry ROCE (AI)
GPIL: Self Attested Contrarian (AI)
