Source: Investor Presentation of United Spirits Ltd
Author: Raoji
Categories
GPIL: Captive Profits
Categories
Linkfest: 30 May, 2022
Some stuff I am reading today morning:
US surpasses China to become India’s largest trading partner (BS)
Coal shortages in India are worsening (BW)
Investigations continue in Axis MF front running case (Rediff)
Big Tech selloff is long overdue (Bloomberg)
On a painfully strong $ (FE)
The decade of cheap Uber rides is over (Slate)
IQ isn’t enough for investing success (Humble $)
Strip Club Indicator (Indy100)
Learnings from super investor Robert Wilson (Novel Investor)
Memo: Bull Market Rhymes (Howard Marks)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
Marcellus: Kings of Under performance (AI)
HDFC: Wholesale Withdrawal (AI)
KEC: Why the next L&T failed (AI)
Adani’s Biggest Bet (Business India)
Nilkamal: Student Director (AI)
Data Patterns: Kasam Se (AI)
Muthoot Finance: By George ! (AI)
Trying too hard (Morgan Housel)
Buy when prices are falling (Bill Miller)
How we think about Cash (John Neff)
Categories
Mega Linkfest: 27 May, 2022
Some off beat reads for the weekend:
Modi: Decolonising the Indian mind (Open)
A tale of two Conclaves (Op India)
Why Kapil Sibal exited Congress (Print)
How Doctors Die (Zocalo)
Is the US winning Russia’s war in Ukraine? (Manlio Graziano)
New silent Intifada (Ray Hanania)
School shootings are now as American as Apple Pie (Belen Fernandez)
My Latvian grandfather. Nazi or KGB agent? (Guardian)
How the Ukraine Crisis ends ( Henry Kissinger )
A fading future in Istanbul (Ahmed Askary)
Transnistria is too old for war (Unherd)
Surendra Nath Sehgal, Microbiologist (Sukhada Tatke)
Nikhat Zareen, Boxing Champion (Mint)
Travelogue: North Sikkim (Team BHP)
Thread: Kerala temple made famous by thieves (Ayudhika)