Categories
Links

Linkfest: 29 March, 2022

Some stuff I am reading today morning:

SEBI gives option to investors to withdraw from Ruchi Soya IPO (MC)

Shopee shuts shop in India (Fortune)

How Rupee-Ruble trade mechanism is shaping up (BS)

Tax Loss harvesting (Subramoney)

Startup: CleanMax (Forbes)

9 Money Lessons from Jyoti Iyer (Jago Investor)

ESG’s Russia Test (Aswath Damodaran)

The Current Financial Thing (Not Boring)

Bitcoin is not working as advertised (Institutional Investor)

Billionaire Tax in the US (CNBC)

Categories
InvestorPresentations Telecom

Bharti: What Operating Leverage Looks Like

Source: Investor Presentation of Bharti Airtel Ltd

Categories
Currencies

INR at All Time Lows

Categories
Links

Linkfest: 28 March, 2022

Some stuff I am reading today morning:

PVR, Inox to merge (FE)

Adani Total Gas forays into electric mobility infrastructure (BS)

Why Anil Ambani resigned (Fortune)

Why are foreign banks marching out of retail banking (Rediff)

Stock Talk: Jubilant Ingrevia (DK)

What happened to Starbucks? (Fast Company)

On Berkshire’s purchase of Alleghany (Spotlight)

Farmers on the brink (Doomberg)

Money, power or fame? (Ben Carlson)

Sequence of Returns Risk (Monevator)

Categories
TopClicks

Top Clicks on Alpha Ideas This Week

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

Steel Boom (AI)

Time Techno: Substitution Beneficiary (AI)

Maharashtra Builders threaten to halt construction (FPJ)

Thread: Investing in Cyclicals (Jiten Parmar)

Thread: Analyzing a real estate co (Mihir Patki)

Mega Trend: India Ethanol (AI)

Covid: Good for business (AI)

Paytm: Confusing Clarification (AI)

Paradoxes of Life (Sahil Bloom)

How People think (Morgan Housel)