Author: Raoji

Categories
Links

Linkfest : 21 March, 2022

Some stuff I am reading today morning:

Diesel prices for bulk users hiked by 25 Rs/Litre (Rediff)

FY22 direct tax collections beat estimates (Fortune)

I-T Dept finds undisclosed income of 224 Cr at a startup (BS)

The State of Software (Voss Capital)

Thread : Analyzing a real estate co (Mihir Patki)

How to do business analysis of Pharma cos (Dr Vijay Malik)

The inside story of Facebook Marketplace (Deb Liu)

Paradoxes of Life (Sahil Bloom)

Wise words from Walter Schloss (Novel Investor)

A fool and his gold (Doomberg)

Categories
Links

Weekend Mega Linkfest: 17 March, 2022

Some off beat reads for the long weekend:

10 reasons why Zelensky is no hero (Leon Kushner)

Vladimir Putin has fallen into the Dictator trap (Atlantic)

China’s choice in the Russo-Ukrainian war (Hu Wei)

The CIA may be breeding Nazi terror in Ukraine (Jacobin)

Ugly truths in times of war (Al Jazeera)

Much of the world is ambivalent about the Ukraine war (TOI)

Thread: Russian Economy is run by Mafias (Kamil Galeev)

German Pacifism is dead (Unherd)

The Revenge of History (Spiked)

Kenya’s quiet slide underwater (Guardian)

Modi & the Monk (Open)

Interview with Arif Mohammed Khan (First Post)

This Congress Leadership is keeping BJP in power (Vir Sanghvi)

Political violence in West Bengal ( Prabhanu Das)

Thread: Sonia Gandhi headed a NGO whose goal was ‘Free Kashmir’ (Vijay Patel)

Categories
Banks

Banks : Cheap Valuations

Source : Credit Suisse Research
Categories
Exchange Filings

Tata Comm: In the fast lane

Source: Exchange Filing of Tata Communications Ltd

Categories
Links

Linkfest: 17 March, 2022

Some stuff I am reading today morning:

Fed hikes rates ( CNBC )

Edible oil prices may hit new highs (FE)

Jet Fuel prices hit all time highs (Rediff)

Maruti Chairman against EVs (CNBC)

Ignore macros at your own peril (Intelsense)

Interview with Anoop Bhaskar (Ventura)

Thread: On Carbon Credits (Mudit Maheshwari)

The greatest investment of all time (Sid Choraria)

Don’t be deceived (Humble $)

A reshuffling in real assets (Massif Capital)