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Links

Weekend Mega Linkfest: 14 October, 2022

Some off beat reads for the weekend:

When the Hindu Right came for Bollywood (New Yorker)

Thread: The Propaganda of New York Times (Smita Barooh)

My bitter return to Palestine (Guardian)

Yemen’s future conflicts will be over water (Al Jazeera)

Tulsi Gabbard’s challenge to the US War Machine (RT)

Ukraine should learn the lessons of Lebanon (Arab News)

The SAS is about Britain’s Imperial Delusions (Jacobin)

When Culture becomes Propaganda (Spiked)

Why Fascism is fashionable again (Indi Samarajiva)

Fanaticism of the Apocalypse (Michael Shellenberger)

Tripura: Crossing Over (Fifty Two)

Thread: The historical lie of Maharaja Hari Singh (Kiren Rijiju)

Thread: Conversation with IAS Yuvaraj Karan & Nehru (RajeIyer)

Thread: One global piece of art every decade since 1300 (Cultural Tutor)

Obituary: Mulayam Singh Yadav (Open)

Categories
BrokerageStocks MegaTrends

Mega Trend : Broking turns Digital

Source : Investor Presentation of Angel One Ltd

Categories
Airports

Navi Mumbai Airport : Coming Soon

Source : CFO Presentation of Adani Airports

Categories
Links

Linkfest: 14 October, 2022

Some stuff I am reading today morning:

India to become world’s third largest economy by 2028 (BS)

IMF: There’s a lot to learn from India (Rediff)

Vistara, Air India could merge (MC)

Sudden spurt in IPO markets (Forbes)

FMCG majors cut prices (Fortune)

There is no medium risk (Permanent Equity)

Bitcoin becoming less volatile than stocks (Yahoo Finance)

Value Investing may never come back (David Einhorn)

It’s time to deploy the recession handbook (Paul Tudor Jones)

The UK Pension Fund Drama explained (Macro Compass)

Categories
Plug

Alpha Ideas 20-20 Meet

We had hosted the Alpha Ideas 20-20 Meet in 2018 & 2019 which was well received. We didn’t host in 2020 & 2021 due to Covid.

We are again thinking of hosting the Alpha Ideas 20-20 Meet in Mumbai in the first/second week  of November 2022 depending on venue availability

The Summit will have 20 speakers speaking for 20 Minutes (No Q&A) on their best investment ideas.I do hope to line up some great folks to speak for the event.

It will be a great way to spend the day listening to stock pickers and networking with smart investors from around the world

Will go ahead only if we get a decent response.

For those interested,please email me at Alpha Ideas