Author: Raoji

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Links

Linkfest : 18 October, 2021

Some stuff I am reading today morning :

Mumbai records Zero Covid deaths ( BS )

HDFC Bank posts stellar results ( MC )

Adani Wilmar, Star Health get SEBI approval for IPOs ( HT )

Top 10 cos by market cap ( MC )

My great grandfather was a shareholder in Air India ( Jerry Rao )

India’s turning point ( McKinsey )

The unbearable lightness of streaming ( Super Joost )

10 Truths about the Stock Market ( Sam Ro )

Speculation is Entertainment ( Howard Lindzon )

End to China’s real estate boom ( Guardian )

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TopClicks

Top Clicks on Alpha Ideas this Week

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

Saregama: Pure Play Content (AI)

Revenge of the Native (AI)

What Euphoria looks like (AI)

Comparison of Forging Cos (Devesh Kayal)

The great Indian pivot (Stallion)

Ruthless Buffett (AI)

Invest like a dumb mule (Peter Lynch)

Bill Miller on how to pitch a stock (AI)

Ahmedabad citizen wins refund case against Club Mahindra (AM)

Case Study: Amazon Cash Flows (Morgan Stanley)

Categories
Links

Weekend Mega Linkfest: 14 October, 2021

Some off beat reads for the long weekend:

Why & How Devi is celebrated during Navaratri festivities (Bibek Debroy)

The Triumph and Terror of Wang Huning ( Palladium )

Clash of China & India (RT)

Pakistan is facing an existential climate crisis (Al Jazeera)

Why the Afghans did not fight (Mohammad Hossein Jafarian)

America’s trust of the media is in the Gutter (NotTheBee)

MIT abandons its Mission. And Me (Bariweiss)

White Riot in New York (NYMag)

J&K Delimitation Exercise aims to correct a historical wrong ( News18)

What frightens Rahul Gandhi (Minhaz Merchant)

The Noakhali massacre of 1946 (Bibhu Ranjan Dash)

On work related burnout (Dr Devashish Palkar)

Instagram is toxic for teens. Here’s Why (MC)

The story of the Afghan bird at French Embassy (Xavier Chatel)

On India’s Marathon Culture (Fifty Two)

Categories
Observations

What Euphoria looks like

Source : GMO

Categories
Chart

Chart : Share of India Renewables

Source : Investec Securities