Source: Investor Presentation of Bank of Baroda Ltd
Author: Raoji
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Urja Global: Stranger than Fiction
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Linkfest : 16 May, 2022
Some stuff I am reading today morning :
Adani to buy Ambuja, ACC ( Fortune )
LIC debut will impact retail sentiment (HT)
Foreign Investors have pulled out 25,200 Cr in May so far ( BW )
Reliance to acquire dozens of brands ( BT )
Negligence by NSE’s Board of Directors ( Hemindra Hazari )
Startup : Uniphore ( Forbes )
My bear market survival guide ( Ben Carlson )
The case for physical gold ( DR )
Buffett’s big bet on Energy ( InvestmentU )
Tiger Global & late stage private markets ( Ranjan Roy )
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
The strange case of Man Industries (AI)
HDFC Bank: ESOPs Sahi Hain (AI)
Tata selling Tata (AI)
India: Cash is King (AI)
Bloodbath on Wall Street (Zero Hedge)
On Axis MF front running (Free Fincal)
15 of the Craziest charts right now (Ben Carlson)
Natural Capsules: Nakal Karo Lekin Akal Se (AI)
Inflation in the neighbourhood (AI)
Paytm: ESOP Sahi Hain (AI)
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Weekend Mega Linkfest: 13 May, 2022
Some off beat reads for the weekend:
The fall of the brothers Rajapaksa (Open)
Imran Khan’s U-Turn on India (Naila Inayat)
Congress has to split to revive (Seshadri Chari)
Finland moves to join NATO (US News)
Russia’s ‘gas weapon’ is a myth (Al Jazeera)
The US-China trade war is about to hit the Middle East (Jacobin)
Bollywood can cement ties between India & Saudia Arabia (Arab News)
Why Catalonia failed (Palladium)
Jubao in China (New Yorker)
The invincible business of Counterfeit goods (Guardian)
The nuclear family has failed (Unherd)
In the Court of the Liver King (GQ)
Thread: The storytelling framework that Steve Jobs uses (Nathan Baugh)
What makes a fart a fart? (Slate)
Obituary: Shiv Kumar Sharma (Open)