Source: Prospectus of Dhyaani Tile & Marblez Ltd
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Author: Raoji
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Linkfest: 31 January, 2022
Some stuff I am reading today morning:
FPIs pull out Rs.28,243 Cr from Indian Equities in Jan (BT)
Bad Bank takes off (FE)
Reliance’s $75 Billion plan to make India a hydrogen hub (BS)
China takes the lead in hydrogen electrolyzers (CNBC)
How FMCG firms are dealing with Covid (Rediff)
The market is savage (Irrelevant Investor)
The high cost of an easy job (Nick Maggiulli)
We’ve seen this Fed movie before (Daily Reckoning)
Thread: What the best D2C P&Ls look like (Fan Bi)
Thread: 15 Investing Value Bombs from Yen Liow (Max Koh)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
The rise & rise of Gautam Adani ( AI )
Car Trade : ESOP Vehicle ( AI )
UPL : Zaroorat Hai ( AI )
Religare : Gajab Bejatti ( AI )
Scary side of ‘Super Quality Stocks’ (Monarch)
Banaras Beads : Glass se Godown Tak ( AI )
Oceanic Foods : Kabhi Haan, Kabhi Naan ( AI )
Big Skills ( Morgan Housel )
Thread : Boat is not a sustainable company ( Kush Agarwal )
PSUs : The underdogs ( BI )
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Weekend Mega Linkfest: 28 January, 2022
Some off beat reads for the weekend:
Putin has history on his side ( Dominic Sandbrook)
The real prize in Ukraine (Atlantic)
Pakistan’s strategic depth in Afghanistan (C Christine Fair)
How the US stitched up the Honduras garment industry (Guardian)
Lone sister of the Islamist Brotherhood (Rahul Pandita)
Turkmenistan’s ‘Gates of Hell’ firepit (Smithsonian)
Opposition to Australia Day (Chris Sweeney)
Britain has a Muslim anti-Semitism problem ( Rakib Ehsan)
Mourning the holocaust in 1945 (TOI)
Lessons from a failed Palestinian film ( Hamid Dabashi)
World’s best building is in rural Bangladesh (Guardian)
The nomadic Gujjar-Bakarwals of J&K ( Rayan Naqash)
Hyderabad or Bhagyanagar? (LHI)
Thread: Frustrated Desi Academics (Vishal Ganesan)
Thread: Vijay Lakshmi Pandit & Stalin ( Kavita Tewari)
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