Author: Raoji

Categories
Links

Linkfest: 04 October,2022

Some stuff I am reading today morning:

Record FPI pullout from Indian markets (Fortune)

Credit Suisse and the spectre of instability (MC)

On the $1.2 Trillion PM Gati Shakti Plan (BS)

Rewriting the Yes Bank story (Forbes)

Thread: Electric Ride Hailing Startup Blu Smart (Fin Floww)

Stock Talk: Kamdhenu Ltd (Maniac Markets)

Thread: Low margins, High returns businesses (Ganesh S Nagarsekar)

How to do Business Analysis of Wind Power plants (Dr Vijay Malik)

How Germany’s industrial giants are preparing for Winter (Yahoo)

This is another great moment to buy stocks (Bill Ackman)

Categories
Exchange Filings

APL Apollo: Piping Hot

Source: Exchange Filings of APL Apollo Tubes Ltd

Categories
InvestorPresentations

Welspun Corp: Scrappy Move

Source: Investor Presentation of Welspun Corp Ltd

Categories
Links

Linkfest: 03 October, 2022

Some stuff I am reading today morning:

SME IPOs catch investors’ fancy (Rediff)

Tulsi Tanti: The Wind Whisperer (MC)

Crypto Exchange WazirX fires 40% of staff (BS)

Stock Talk: Muthoot Finance (FE)

Bollywood is not dead, but decaying (The Print)

Thread: Return on Time (HF Reflections)

Thread: Why was Bank of England forced to intervene? (Macro Alf)

Thread: US Monetary Policy easing on its way (Cathie Wood)

Bonds of Mass Destruction (Last Bear Standing)

Interview with US Bond Giant TCW (The Market)

Categories
TopClicks

Top Clicks on Alpha Ideas This Week

Here are the most clicked items on Alpha Ideas this week:

Whisky is the Biggest Winner (AI)

Chemicals: Advantage India (AI)

Jubilant Food: Pujo Pizza (AI)

Thread: On the irresponsible UK policy (Larry Summers)

Americans blew up the Norstorm pipelines (Tucker Carlson)

Using Nuclear Weapons: This is not a Bluff (Vladimir Putin)

Russia is the only Exception (AI)

Mega Trend: India Cancer Care (AI)

Forecasting Folly: RBI Edition (AI)

This is not 2008 (Irrelevant Investor)