Source: Exchange Filings of Gujarat Alkalies & Chemicals Ltd
Author: Raoji
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Linkfest: 07 February, 2022
Some stuff I am reading today morning:
FPI selling continues in Feb (FE)
DCGI gives nod to Sputnik Light in India (MC)
Adani to set up data centre in Mumbai (BS)
Bharat Pe: Another Founder Vs Investor battle (Rediff)
$90 oil is only the beginning (Oil Price)
The Psychology of saving money ( Chris Mamula)
Baupost 2021 Year End Letter (Seth Klarman)
OAM Asian Recovery Fund Letter to Investors (OAM)
David Tepper: The King of bouncing back (Neckar Cap)
Global Opportunities: Japanese Equities ( Calamos)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week :
Deepak Fertilizers Vs Chambal Fertilizers ( AI )
Status Check : Public Sector Banks ( AI )
TTML : 655 Cr Mistake ( AI )
Panacea Biotec : Vaccines for nothing ( AI )
Book Review : The Ambuja Story ( AI )
Sadhana Nitro : Quick Deal ( AI )
Adani Gas : Ab Tak Baavan ( AI )
Paragon : Rare Bookworm ( AI )
Dhyaani Inc : Dhyaan Do ( AI )
DB Realty : Unreal movement ( AI )
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Weekend Mega Linkfest: 04 February, 2022
Some off beat reads for the weekend:
China’s loss of solders in the Galwan clash (ANI News)
Challenges facing China (George Soros)
Putin’s next move is an open question (New Yorker)
No weakness in NATO’s Eastern flank (Al Jazeera)
The Muslim world isn’t coming to save Uyghurs (Atlantic)
Changes afoot in Middle East (Arab News)
Why Canada’s truckers will lose (Unherd)
Thread: Western barbarism in the Congo (Vivek)
The emptiness of Hillary Clinton’s politics (Jacobin)
Britain’s most successful real estate agent (Guardian)
Sex & the Holy City (TOI)
Thread: India’s ancient mathematicians were religious (Jeysundhar)
Thread: On Netaji’s ashes in Japan (Vidya Nagaraj)
Thread: Spanish Laughing Guy Meme is the greatest meme ever (Trung Phan)
Drive: Arunachal Pradesh (Team BHP)
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DB Realty: Unreal Movement
Yesterday, post market hours, DB Realty Ltd issued an exchange release which mentioned about investment of Rs.1,575 Crores into the Co, including a 400 Cr investment by Godrej Properties.
Interesting to see that the stock price of DB Realty was on a tear before the announcement.
What to call this- clairvoyance of the markets or something else?