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Sector

What Sector Consolidation looks like

Source : Spark Capital Research
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Links

Linkfest: 21 June, 2021

Some stuff I am reading today morning:

SEBI halts Carlyle-PNB Housing Deal (BT)

PMC Bank depositors plan to move High Court (MC)

Centre: Can’t pay 4L ExGratia to kin of Covid victims (CNBC)

The dark world of IL&FS unmasked (Newsroom Post)

All eyes on Reliance AGM (BS)

Stock Analysis: Jamna Auto (Dr Vijay Malik)

What we found interesting in Q4FY21 Concall transcripts (DSP)

How crypto Titan fell from $64 to $0 overnight (Jon Wu)

What happened to GE? (Bill Gates)

Samsung is in a critical transition (Asian Century Stocks)

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TopClicks

Top Clicks on Alpha Ideas This Week

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

What a Bull Market looks like (AI)

Adani: Ghabrana Nahi Hai (AI)

Fully Priced (AI)

The story of ITC (Manu Rishi Guptha)

Stock Talk: Rajshree Polypack (Value Pickr)

Big Change is Coming (AI)

We are like this only (AI)

Nifty 50 Sector Weights (AI)

Presentation: Equity Markets & Real Economy ( Kuntal Shah)

Zerodha Founder Nikhil Kamath cheats against Vishy Anand (Chess24)

Categories
Links

Weekend Mega Linkfest: 18 June, 2021

Some off beat reads for the weekend:

I was taught to protect my dynastic wealth ( Abigail Disney)

How I became the Honest Broker (Ted Gioia)

UK: Labour Party’s woes have deepened (Spiked)

Nigeria: Koo is selling itself as a Twitter substitute (ROW)

Israel: My friend is now the PM (TOI)

The rise & fall of Planet Hollywood (Esquire)

The story of Resuscitation Anne (Umme Faisal)

How the British betrayed Palestinians ( Al Jazeera)

Goa Revolution Day (LHI)

A Nawab named Safdar Jung ( Syndrome)

Zoya Lobo: India’s first transgender photojournalist (BI)

Granddaughter of the Octopus ( Remy Ngamije)

Shock Therapy ( Ania Spyra )

Shaming the Fat Shamers ( Preeti Zachariah)

The surprising origin of Sushi (BBC Travel)

Categories
Chart

Chart : India Milk Market

Source: DRHP of Dodla Dairy Ltd