Source: Investor Presentation of Embassy Office Parks REIT
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Author: Raoji
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Linkfest: 08 November, 2021
Some stuff I am reading today morning:
Paytm IPO opens today ( MC )
Bumper Diwali Sales: Sustainable demand (BS)
India’s growth prospects anything but bright (Fortune)
How TCS is reconfiguring its future (Rediff)
Sydney Airport signs $ 17.5 Billion Airport deal (CNBC)
Interview with Sequoia’s Roelof Botha ( Join Colossus)
The music industry in 10 years (Big Picture)
Time for inflation proof portfolios (Reuters)
The 3 Levels of FOMO (Common Sense)
No such thing as enough money ( Jacob Schroeder)
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Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas this week:
Bullish on India (AI)
Tejas is now Tata (AI)
NOCIL: China+1 (AI)
Spandana: Sphoorty in quitting (AI)
Stock Market Crash as a horror story (AI)
IGPL: Boom Times (AI)
Diwali Muhurat Tip (AI)
No Geniuses, Only Cycles (AI)
Explaining my thesis on Nykaa (FY41 Guy)
The 15,000 Cr Bike Bot Scam (India Today)
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Weekend Mega Linkfest: 05 November, 2021
Some off beat reads for the weekend:
You can’t go wrong with IPL ( Boria Majumdar )
The drama of Sikkim’s merger with India (Fifty Two)
Russia moves in the Caucasus (Atlantic)
UK: Why elites are desperate to avoid discussing radical Islam (Spiked)
Pakistan: The hub of global terrorism (Madras Courier)
Killing civilians is fine if you are the US ( Tom Fowdy)
How the ANC destroyed South Africa (Unherd)
The Belt & Road strategy has back fired on Xi (Palladium)
The Barelvi Jinn is out of the bottle (Ayesha Siddiqa)
Remote workers face pay cuts at Google (Wired)
Indian tech cos are calling millions of workers back to office (ROW)
Travelogue: Maldives, post Covid (Team BHP)
Chennai: Chess Capital of India ( Sibi Arasu)
Arun Yogiraj: The Sculptor who created Adi Shankaracharya (Swarajya)
How Jack Ma flew too close to the sun (Reuters)
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No Geniuses. Only Cycles
Source: Cundill Capital
