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When to buy Steel Stocks
Author: Raoji
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TVS Motors: Charged Up
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Linkfest : 27 June, 2022
Some stuff I am reading today morning :
28% GST likely on casinos, online gaming, horse racing ( BS )
Why Zomato is buying Blinkit ( BSE )
Stock Analysis : Tata Elxsi ( Dr Vijay Malik )
Presentation : Banking on Banks ( Nooresh Merani )
Are we at market capitulation ? ( Aarati Krishnan )
Indian Crypto startups continue to get funding ( Forbes )
41 Inconvenient Truths about the ‘ New Energy’ Economy ( FEE )
Thread : Interview with Jim Simons ( Santangel’s Review )
Lithium deep dive ( Climateer )
Inflation : Numbers over Narrative ( Turtle )
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
The unique case of India’s Cement Sector (Jigar Mistry)
Thread: Where are smallcaps now? (N Balaji)
Thread: Where are Nifty 50 Cos now (Gopal Kavalireddi)
The Perfect storm in Oil (Oil Price)
When do stocks bottom? (Irrelevant Investor)
Anuh Pharma: Public Dhulai (AI)
Amazon India Play (AI)
Nykaa: Hyperscaling B2B Business (AI)
JSW Steel: What wealth creation looks like (AI)
Dr Reddys: Ghabrana Nahi Hain (AI)
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Weekend Mega Linkfest: 24 June, 2022
Some off beat reads for the weekend:
Paradigm Shift: A State Govt may fall for not being Hindutva enough (Swarajya)
MLAs are political entrepreneurs (Vir Sanghvi)
How Korean pop group BTS became bigger than Beatles (New Yorker)
The King of Kowloon (Guardian)
Enviromentalist in North Korea (Palladium)
Bread & Conflict in Ukraine (Zocalo)
Ukraine’s neo-Nazi Azov Battalion (RT)
Russia & Iran have united against the West (Ali Ansari)
Remembering the unglorious Lebanon War (Times of Israel)
Uneasy peace in Afghanistan (Dawn)
How Facebook has become Mexico’s favorite Food Delivery app (ROW)
The real reason why Pakistan banned Rehman’s book on 1971 War (Open)
Saketh Rajan: Naxalite in Karnataka (Fifty Two)
Six of India’s most luxurious train journeys (Better India)
Burdwan: A peep into history (Team BHP)