Categories
Links

Linkfest: 12 July, 2022

Some stuff I am reading today morning:

Historic move: International Trade Settlement in INR (RBI)

Mallya’s $40 Million transfer resulted in a $25 fine (BS)

Eureka Forbes appoints Pratik Pota as MD, CEO (BT)

The Platform Delusion (2Point2Capital)

How Whitehat Jr lost its magic (Forbes)

Benefits of filing ITR before deadline (FE)

9 Lessons from Narayana Murthy as an entrepreneur (ET)

The good thing about hard things (Not Boring)

The Black Swan is still flying (Charles Biderman)

On bullshit in investing (Noah Opinion)

Categories
Annual Reports Tyres

MRF: What Wealth Creation looks like

Source: Annual Report FY22 of MRF Ltd

Categories
AGM

Reliance AGM Theory

Source: The Economist
Categories
Links

Linkfest: 11 July, 2022

Some stuff I am reading today morning:

France, Germany prepare for total cutoff of Russian Gas (ZH)

Equity MFs get 15,498 Cr in June in SIP flows (Rediff)

M&M has come back into the fight (Forbes)

Ambani Vs Adani at 5G Auction (BT)

Thread: Time Technoplast (Mishika Chamria)

Startup Funding in India declined 40% in Apr-June 2022 (BS)

Coatue Presentation to Investors (EFR)

What we learned in Q2 CY22 (Octahedron Capital)

An unstable encounter with a $50 Billion stable coin (Matt Taibi)

Elon Musk terminates Twitter deal (CNBC)

Categories
TopClicks

Top Clicks on Alpha Ideas this Week

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

Linde India: Not a hydrogen play yet (AI)

Chemical Boom Billionaires (Fortune)

Stainless Steel: Not just the kitchen (AI)

Raymond: Kapda Aur Makaan (AI)

Mistakes Retirees make (Bala)

Tech industry is bracing for a historic slump (Status Markets)

Thread: Chingari Dump (Cryptoo India)

Carbon Black: China+1 (AI)

Snapshot: Engineering R&D Industry (AI)

Lifestyles (Morgan Housel)