Source: Chairman’s Statement at 45th AGM of Reliance Industries Ltd
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Author: Raoji
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Linkfest: 30 August, 2022
Some stuff I am reading today morning:
Chairman Mukesh Ambani’s speech at RIL 45th AGM (BSE)
Promoter infighting in IFGL refractories (Money Life)
NDTV seeks clarity from SEBI on Adani deal (Rediff)
My thoughts on Tanla AGM 2022 (Abraham George)
Startup: Gameberry Labs (Forbes)
Company: MM Forgings (BI)
On Crisis Investing (The Market)
Is this chart going up or down? (TRB)
Risk is deeply personal (Morningstar)
Great value investing requires thoughtful arrogance (Vitaliy Katsenelson)
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Linkfest: 29 August, 2022
Some stuff I am reading today morning:
Speech of Fed Chair Powell at Jackson Hole (FRB)
What to expect from Reliance AGM today (BS)
A Stock trader’s guide to Reliance AGM today (MC)
Adani Group launches open offer for ACC, Ambuja Cements (Fortune)
Maruti Suzuki marks 40 years in India (BT)
Poor controls at City Union Bank (Money Life)
How to do Business Analysis of Hotels (Dr Vijay Malik)
Winning (Bill Gross)
Q2 CY22 Letter to Investors (Pershing Capital)
War, Industry & the Future (Macrodesiac)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
Lemon Tree: Aurika Moment (AI)
Cera: Cash is King (AI)
Don’t worry about Adani debt (Quint)
Thread: Adani’s takeover of NDTV (Beat The Street)
Hindware: Let that sink in (AI)
Arman: Desi Shylock (AI)
Yash Pakka: Billion $ Plans (AI)
Amrutanjan: Comfy Growth (AI)
Chemical Industry ROCE (AI)
GPIL: Self Attested Contrarian (AI)
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Weekend Mega Linkfest: 26 August, 2022
Some off beat reads for the weekend:
My Resignation Letter (Ghulam Nabi Azad)
Thread: The man trying to overthrow the Modi Govt (Alok Bhatt)
AAP: The unravelling (Open)
Thread: Delhi Liquor Scam Explained (Agenda Buster)
Thread: Why are Churches opposing Indian Infra? (Anshul Saxena)
The horrors of the war in Yemen (Guardian)
Why Sri Lanka’s collapse looms large over Bangladesh? (Al Jazeera)
Netanyahu on the Iranian nuclear deal (Arab News)
Pakistan’s Generals Vs Imran Khan (Time)
A star is born in Pakistan (Naila Inayat)
How Brown people run the White Empire (Indi Samarajiva)
The Fatwa and the birth of Muslim identity politics (Spiked)
Thread: The Islamic genocide of Hindus (Khalid Murad)
Getting back to Kipling’s India (American Conservative)
Auto: Owner Review BYD E6 Electric (Team BHP)