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Chart : India Cement
Author: Raoji
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Linkfest: 04 July, 2022
Some stuff I am reading today morning:
Refiners stay healthy despite additional excise (BS)
Analysis of windfall tax impact on RIL, MRPL & Chennai Petro (Stocks Populi)
Exchanges approve HDFC-HDFC Bank merger (MC)
SEBI fines Kotak AMC (Fortune)
Company: RMZ Corp (BI)
Mistakes retirees make (Bala)
Interview with Tweedy Browne (The Market)
Why Buffett bought BNSF railroad (Canadian Value)
The Tech industry is bracing for a historic slump (Status Markets)
The Playbook (Ted Lamade)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
When to buy steel stocks (AI)
Bector Foods: Very Very (AI)
TTK Healthcare: The Pleasure is all yours (AI)
Presentation: Banking on Banks (Nooresh Merani)
Adani Ent: Spot the Private Bank (AI)
Are we at market capitulation? (Aarati Krishnan)
TVS Motors: Charged Up (AI)
Krsnaa: Scale Economics Shared (AI)
Wealth Vs Getting Wealthier (Morgan Housel)
Thread: What happened between Shiv Sena & BJP (Apar Bharat)
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Weekend Mega Linkfest: 01 July, 2022
Some off beat reads for the weekend:
Draupadi Murmu: An Epic Choice (PR Ramesh)
Thread: What happened between the Shiv Sena & BJP (Apar Bharat)
Thread: 12 Reasons why Fadnavis decision makes sense (Cogito)
The old establishment is still very powerful (Balbir Punj)
The Case for the Wuhan lab leak theory (Spiked)
Turkey: Jihad against Cyprus (Gatestone)
What NATO’s new strategic concept means for China (RT)
How London’s Olympic legacy was sold out (Guardian)
Thread: Story of New York’s Citicorp Center (Trung Phan)
Harvard must fall (Ayaan Hirsi Ali)
Lessons from a Turkish coup (American Conservative)
How a teacher became one of Nepal’s biggest You Tube star (ROW)
The Indian wine geeks of Silicon Valley (Shobha Narayan)
Thread: Ulysses Grant, Face of the $50 Bill (David Zabinsky)
Auto Review: Mahindra Scorpio-N (Team BHP)
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