Source: Exchange Filings of 63 Moons Technologies Ltd
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Author: Raoji
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Linkfest: 25 April, 2022
Some stuff I am reading today morning:
India’s oil import bill doubles (BW)
Reliance calls off Future deal (Fortune)
Future Group shareholders will get completely wiped out (BS)
Maruti looks to ride SUV wave (Rediff)
Stock Analysis: Polycab India (Dr Vijay Malik)
Stock Talk: Prince Pipes & Fittings (Rama Krishna Vadlamudi)
Lindy Effect & long term forecasting (Abhishek Basumallick)
John Neff on low P/E strategy (Novel Investor)
Wrong side of the trade (Barry Ritholtz)
Fk you money (Zero Hedge)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
TiO2: Meghmani Vs Adani (AI)
Nykaa is now Naeka (AI)
The coming boom in apparel exports (AI)
On International Diversification (Rajeev Thakkar)
ICICI Pru: New Mix (AI)
BEPL: Capacity without Capex (AI)
LTTS: Electric Air Taxis (AI)
12 Imp Lessons I learnt from ‘Just Keep Buying’ (Mr Stingy)
How Dynasties rule Bollywood (Kaveree Bamzai)
The problem with old time Value Investors (Aswath Damodaran)
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Weekend Mega Linkfest: 22 April, 2022
Some off beat reads for the weekend:
How Dynasties rule Bollywood (Kaveree Bamzai)
How Oxford Union created UK’s current political ruling class (Guardian)
Iran’s Supreme Leader in waiting (Arab News)
Inside Pakistan’s tech investment boom (ROW)
Sri Lanka & the IMF (Indi Samarajiva)
The neo-Nazi Azov Battalion (TOI)
The Taliban were Afghanistan’s real modernizers (Palladium)
How the Ukraine war saved Orban (Unherd)
Islam & the making of the West (Spiked)
Thread: War in Taiwan (Tong Zhao)
The Peanut King (Guernica)
Big Tech has no power at all (Gray Mirror)
Thread: Combined Arms Warfare (Andrew Fox)
The return of Bali’s lost super food (BBC Travel)
Pravin Patel, Hydroponics pioneer (Better India)
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India Inc in fine fettle
