Categories
Links

Linkfest: 23 August, 2022

Some stuff I am reading today morning:

Global markets crash as summer rally fades (CNBC)

US markets got stopped at 200 Day Average (TRB)

UK inflation could hit 18% next year (BBC)

Yield Curve is predicting a black swan event (Simon Ree)

Saudi Arabia wants to cut oil production (SPA)

Future of India Crypto looks blurred (Forbes)

Saving speculation to improve investment (Integrating Investor)

Narrative always follows price (Common Sense)

Adam Neumann’s new startup Flow (Newcomer)

US economy under pressue (Transcript)

Categories
InvestorPresentations

Amrutanjan: Comfy Growth

Source: Investor Presentation of Amrutanjan Health Care Ltd

Categories
InvestorPresentations Paper

Yash Pakka: Billion $ Plans

Source: Investor Presentation of Yash Pakka Ltd

Categories
Links

Linkfest: 22 August, 2022

Some stuff I am reading today morning:

FPIs turn positive on India (MC)

Europe is heading into a depression (Tuomas Malinen)

Can India outsmart Chinese handset players? (Forbes)

Adani Power surpasses NTPC in market cap (BS)

L&T to invest $2.5 Billion in green energy (FE)

How to do business analysis of Fertilizer Cos (Dr Vijay Malik)

Report: The Future of Copper (Oroco Resource)

Ethereum: The Merge (A VC)

How to tame regret (Humble $)

Thread: 8 reasons why the P/E ratio can be misleading (Brian Felodi)

Categories
TopClicks

Top Clicks on Alpha Ideas this Week

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

QSR: Quickly Shrinking Restaurants (AI)

Ganesh Benzo: Pipe is the Moat (AI)

Jain Irrigation: Kaha Gaye Woh Din (AI)

DCW: Forgetting the Competition (AI)

A tale of two generations (Anand Sridharan)

RJ is dead. Long live RJ (N Mahalakshmi)

Govt is all in on Bio Fuels (AI)

Indostar: Naya Daur (AI)

Textiles: China+1 (AI)

EV India: What an unpenetrated market looks like (AI)