Author: Raoji

Categories
Links

Linkfest: 19 July, 2022

Some stuff I am reading today morning:

Reliance Jio puts in a massive 14,000 Cr EMD for 5G Spectrum (BT)

RBI recommends ban on Cryptos (Fortune)

Tata Technologies IPO on the cards (Rediff)

Thread: Gensol Engineering (Dr Prashant Mishra)

Stock Talk: Globus Spirits (Phoenix Capital)

Stocks for the long run (Ben Carlson)

Gold- Not an inflation hedge, not a safe haven (All Star Charts)

The catch to income investing (Morningstar)

Valuing a Venture Capital Portfolio (A VC)

Sidecar Investing (Scuttlebutt)

Categories
Chart

Chart : India Food Stocks

Source : Financial Express
Categories
Observations

Den Networks: Worth more Dead than Alive

Source: Investor Presentation of Den Networks Ltd

Cash is much more than the Market Cap !

Source: Bombay Stock Exchange
Categories
Links

Linkfest: 18 July, 2022

Some stuff I am reading today morning:

Ashishkumar Chauhan gets the top job at NSE (BT)

Rupee @ 80 (Rediff)

FPIs remain in selling mode (BS)

Thread: Aegis Logistics (Anish Moonka)

How Nomura is building its India business (Forbes)

Federal Bank’s NBFC FedFina (BI)

Q1 FY21 Letter to Partners (Solidarity)

Interview with Suresh Soni (MC)

Carson Block: A short seller’s life upended (BNN)

Platinum Trust Quarterly Report (Platinum)

Categories
TopClicks

Top Clicks on Alpha Ideas this Week

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

Gold Vs Equities (AI)

MRF: What Wealth Creation looks like (AI)

Reliance AGM theory (AI)

Thread: Time Technoplast (Mishika Chamria)

Damn the Senior Citizen (Bala)

BEML: Waiting for Wealth (BI)

Germany: Desh Badal Raha Hai (AI)

BJP’s economic gamble (BW)

The only deflationary force is Software (AI)

Buy when Fed blinks but not before (The Market)