Author: Raoji

Categories
Links

Linkfest: 06 September, 2022

Some stuff I am reading today morning:

Demat accounts cross 100 Million for the first time (BS)

UK FTA pact to meet Oct deadline (FE)

Will the festive season be bright for business? (Forbes)

Reliance’s fourth investment cycle to double earnings (Rediff)

IPO: Tamilnad Mercantile Bank (Arun Kejriwal)

10.5% UGro Capital NCD issue (MII)

Interview with Jeffrey Gundlach (The Market)

Why the Russian oil price cap won’t work (Oil Price)

West pressurizes India on Russian oil (CNBC)

The Commodity Crisis in Europe (Zero Hedge)

Being Bearish Vs Being Realistic (Common Sense)

Categories
Annual Reports

Paushak: Phosgene Pioneer

Source: FY22 Annual Report of Paushak Ltd

Categories
Links

Linkfest: 05 September, 2022

Some stuff I am reading today morning:

Cyrus Mistry killed in road accident (BT)

FPI inflows hit 20 month high (BS)

Foreign investors are piling into India’s renewable industry (Oil Price)

China & India urged to support Russia oil price cap (CNBC)

Thread: On the Piramal Demerger (KK)

Stock Talk: Lykis (Dolly)

Thread: Utpal Sheth on Mistakes in Investing (CFA Society)

Buffett’s $18 Billion miss on Disney (Trung Phan)

Crypto is a Ponzi scheme (Paul Krugman)

Pros & Cons of being wealthy (Monevator)

Categories
TopClicks

Top Clicks on Alpha Ideas this Week

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

Patanjali Foods: Tadasana (AI)

GRSE: Work is Warship (AI)

Reliance: Mind Boggling Scale (AI)

My thoughts on Tanla AGM 2022 (Abraham George)

Poor controls at City Union Bank (Money Life)

RHIM: Doubling on Atma Nirbhar (AI)

Why Indian IT giants are facing record attrition (BT)

Property crash in China (Guardian)

Thread: The story of the Plaza Accord (PHG)

China’s steel industry is in a Crisis (Oil Price)

Categories
Links

Weekend Mega Linkfest: 02 September, 2022

Some off beat reads for the weekend:

Putin’s last laugh (American Conservative)

Iraq’s political dysfunction just got worse (Al Jazeera)

A view from a changed Germany (Times of Israel)

The Romanian Sludge King (Guardian)

The contradictory legacy of Mikhail Gorbachev (Smithsonian)

Secret deals ending Britain’s control over Gulf revealed (BBC)

Can the American Mall survive? (New Republic)

Thread: Ganesh Utsav as a public display of Hindu cultural unity (SM)

Caste Crime in Rajasthan (Fifty Two)

The unbearable lightness of Bollywood (Rahul Pandita)

On the rebellion of Ghulam Nabi Azad (M J Akbar)

Thread: Swami Prabhupada on Ahimsa (Anuj Dhar)

Thread: Why Shahrukh burned Ankita Singh to death? (Pankaj Saxena)

Ready for wine from Mizoram? (Mint)

Drive: Germany Road Trip (Team BHP)