Some stuff I am reading today morning:
Foreign Fund’s share in Equities at 19.5% (BS)
On Axis MF front-running (Free Fincal)
On the LIC Business ( Mouli Raj)
Company: RR Kabel (BI)
The Illusion of passive investing (PAL)
How to think & act for the long term (Michael Batnick)
Trend models are telling to go short (Mr Zepczynski)
On Inflation (Dr Aswath Damodaran)
Startups: The Burn Multiple (Craft Ventures)
Strategies for a Bear Market (Asian Century Stocks)
Here are the most clicked items on Alpha Ideas this week:
Delhivery: Fat Packages (AI)
Canara Bank: They Can (AI)
Not a good sign (AI)
Why you should get rich slowly (S Venkatesh)
On the NASDAQ Tech Crash (Sid Choraria)
Add Shop: Add Future (AI)
Anshuni: WIP CFO (AI)
Suumaya: Su Chale Che (AI)
Panchsheel: Panch Mistakes (AI)
Annual Letter to Shareholders 2021-22 (Vallum Capital)
Some off beat reads for the weekend:
China’s troubling new military strategy (Atlantic)
Everyone’s anti-war till the propaganda starts (RT)
Ukraine: From bread basket to bread crumbs (Al Jazeera)
Balochistan: Pakistan’s festering wound (Dawn)
What happened on Spicejet flight SG945? (HT)
Why is it so hard to control our appetites? (Raj Telhan)
How Morarji Desai became PM in 1977 (Open)
Madeline Albright’s legacy of war making (Gray Zone)
Kunapajala: World’s first natural pesticide (BI)
Travelogue: Lansdowne (Team BHP)
Thread: A Tamil mutt transferred power from British to India (S Gurumurthy)
Thread: Why I regret selling WhatsApp to Facebook (Neeraj Arora)
The endless exile of Ayoob Mohammed (Walrus)
India’s Foreigners Act (Nandini Ramachandran)
Why voting is dumb ( Indi Samarajiva)
Source: RHP of Delhivery Ltd
