Categories
Links

Linkfest: 28 December, 2021

Some stuff I am reading today morning:

Statement on RBL Bank Ltd ( RBI )

Supriya Lifescience listing today (MC)

N Chandra lists 4 themes for Tata Group (BS)

Thread: How not to be a Bad Investor (Brandon Chu)

Thread : Risk Management Lessons from the Titanic ( Niteen S Dharmawat )

Thread : Technical Analysis of Ace Construction ( Shalin Shah )

Top Stock Picks for 2022 (HDFC Sec)

Biggest Lessons of 2021 (Morningstar)

Ellenbogen’s Playbook for durable growth (Neckar Capital)

A simple approach to complex markets (BI)

Categories
Excerpts

The Return of the Cash Thief

Source : Citi Global Wealth Investments Outlook 2022
Categories
AGM

CUB: We leave stock price to God

Source: AGM Transcript of City Union Bank

Awesome answer by the MD of the Bank to a shareholder at the AGM.

Categories
Links

Linkfest: 27 December, 2021

Some stuff I am reading today morning:

RBL Bank in focus (BSE)

Airtel Payments Bank crosses 1 Billion Transactions in Q2 (BT)

Sensex: How long will the good times last? (Abhishek Mukherjee)

2022 will be a great year for Value (John Rogers)

Capital SFB: The right thing, the right way ( Shiven Tandon)

On Shriram merger ( Ankur Jain )

21 stocks I studied but didn’t invest ( Sahil Sharma )

Omicron is pushing America into soft lockdown (Atlantic)

5 Important things to do before the bubble bursts ( BVI )

Venture Capital Trends ( Ola Kulynych )

Categories
TopClicks

Top Clicks on Alpha Ideas this Week

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

Policy Bazaar: Call Center+Website (AI)

The 250 bagger story (AEquitas)

Prashant Jain on PSU stocks (Morningstar)

Vivo: What a growing business looks like (AI)

Fabino: Audito Ho To Aisa (AI)

Innovative Tyres: Brutally Honest (AI)

Delightfully humbling (AI)

FMCG Categories with non-linear growth (AI)

A disaster like scenario unfolding for stocks (DR)

Bill Foley: The most interesting billionaire you never heard of (CA)