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)

Categories
Links

Weekend Mega Linkfest: 15 July, 2022

Some off beat reads for the weekend:

The Colombo Spring ( Sasanka Perera)

Thread: China & Hambantota Port (Marina Rudyak)

Why Boris Johnson failed (Spiked)

Revealed: British SAS forces killed Afghan prisoners (BBC)

Germany’s prosperity is fueled by Russia (RT)

Should NATO admint Sweden & Finland? (Rand Paul)

Making sense of the Yemen War (Engelsberg Ideas)

The legacy of Shinzo Abe (Al Jazeera)

Twitter Vs Elon Musk (The Verge)

Why won’t Biden resign? (Andrew Tanner)

Thread: On the February 26th Incident of Japan (Nick Kapur)

Devouring the Heart of Portugal (Damn Interesting)

On statues of horses in Jharkhand (Fifty Two)

The Angel Assasin (Truly Adventurous)

Thread: Red Fort was built by Raja Anangpal (V Shuddhi)

Categories
Chart

Chart : China Housing Crisis

Source : Wall Street Journal