Hat Tip: AM
Source: Conference Call of Anuh Pharma Ltd
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Author: Raoji
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Linkfest: 20 June , 2022
Some stuff I am reading today morning:
The Perfect Storm in Oil (Oil Price)
The unique case of India’s Cement Sector (Jigar Mistry)
Thread: Interview with Jim Chanos (Joe Weisenthal)
Thread: US is already in a recession (Cathie Wood)
Where does the wealth go when asset prices go down? (Noah Opinion)
Winning by not losing (Ruffer)
3 Types of investors in every bear market (Irrelevant Investor)
Another big Crypto player just blew up (Intelligencer)
The 2022 State of Crypto (A16Z)
The Russian view of the global economic situation (Vladimir Putin)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
10 Year Returns (AI)
Thread: Analysis of Indian bear markets (Gurjot Ahluwalia)
India: We are like this only (AI)
The rise & fall of bad loans (AI)
Thread: Misallocation in IT companies (Ameya)
The LIC mystery (AI)
Charlie Munger’s Tenneco Bet (AI)
What the greatest investors in history did (Dakota Value)
Why we are not buying the dip in stocks (Blackrock)
Emerging Markets: Storm Warning (AI)
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Weekend Mega Linkfest: 17 June, 2022
Some off beat reads for the weekend:
What is EU’s alternative to Russian Gas? (RT)
Joe Biden’s Woke Imperialism (Spiked)
What do Saudis want from Biden’s visit? (Arab News)
Ukraine isn’t worth nuclear war ( American Conservative)
Decoding Sri Lanka’s meltdown (ROW)
The God who loves bling (Times of Israel)
Ukraine’s improbable World Cup Qualifier Win (ESPN)
Has Amethi abandoned the Gandhis? (Open)
In defense of burning bridges (Amber Husain)
Sanskrit, State & Science ( Sanjana Ramachandran)
Volunteering with Tibetan refugees (Better India)
Food: Bangladesh Jhal Muri (BBC Travel)
Pilgrimage: Bangalore to Dwarka (Team BHP)
Thread: World’s greatest Impostor (David Zabinsky)
The joys of slow travel (Shivya Nath)
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Emerging Markets : Storm Warning
