Source: FY21 Annual Report of New Delhi Television Ltd
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Author: Raoji
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India FMCG: Caution
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Linkfest: 30 August,2021
Some stuff I am reading today morning:
Interview of RBI Governor Das (RBI)
Speech by Fed Chair Powell at Jackson Hole (FED)
Bharti Airtel to launch 21,000 Cr Rights issue (BT)
From India to Korea, IPO markets are booming (Bloomberg)
Stock Analysis: PNC Infratech (Dr Vijay Malik)
Some thoughts on Crypto Punks (Michael Batnick)
Commodities: Theory of Relativity (Katusa)
The inevitable decline of fully open platforms (Seth Godin)
Rules, truths and beliefs (Morgan Housel)
Amaranthology (Front Month)
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Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas this week:
Tatva Chintan: IPO & Run (AI)
Mega Trend: India MDF Opportunity (AI)
The illusion of Anchor Investors (AI)
How I achieved financial independence without Equity ( Anil )
The curious case of Nishith Desai Associates (Daily Pioneer)
A Bearish Indicator (AI)
Jamna Auto: Lakshya 50XT (AI)
Thoughts on the Smallcap Index (Nooresh)
My lessons in investing in midcap MF for 12 years (Free Fincal)
Why investing is like rioting (AI)
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Weekend Mega Linkfest: 27 August, 2021
Some off beat reads for the weekend:
Tetlock and the Taliban ( Richard Hanania)
The Pakistani connection (Kyle Orton)
Somalia is walking in Afghanistan’s footsteps ( Patrick Gathara)
The Dresden Job (GQ)
Lost at Sea (Boston Mag)
Why Costa Ricans live longer than Americans (Atul Gawande)
What Afghanistan taught us about Israel-Palestine (TOI)
The last Hindu of Afghanistan (Rajat Mitra)
The last Jew of Afghanistan (NY Post)
Rise & Rise of Indian Americans (American Bazaar)
Neither Partition nor Moplah massacres can be rationalised (Swarajya)
Never trust a scientist ( Stuart Ritchie)
The way of the Dokkodo ( Musashi )
A royal story of Love in Mayurbhanj, Odisha (LHI)
What makes Mammootty tick? (Mint)