Author: Raoji

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Links

Linkfest: 17 May, 2021

Some stuff I am reading today morning:

India’s Covid Catastrophe (Bloomberg)

FPIs continue to sell in May (BT)

Akshay Tritiya is a washout for Indian Jewellers (Rediff)

Adani Green to buy Softbank backed SB Energy (BS)

Former Mastek CEO John Owen joins Route Mobile (BSE)

Crypto now is a reflection of real demand (Mark Cuban)

Wall Street’s greatest piece of financial engineering (Forbes)

10 Questions people ask only in a bull market (Irrelevant Investor)

Play your own game (Morgan Housel)

Interview with Stanley Druckenmiller (Vimeo)

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TopClicks

Top Clicks on Alpha Ideas This Week

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

Granules India: Con Job (AI)

Shout Out: AGMs in Times of Disruption (AI)

Polycab: Connection Growth Ka (AI)

Tough Times (AI)

Adani Ports: Outlook FY22 (AI)

Mega Trend: Passive Investing (AI)

What we can learn from listed vaccine makers (Anand Sridharan)

The Great Online Game (Not Boring)

The Buy Now, Pay Later market ( Vox)

The Ellas of Bharat Biotech (Fortune)

Categories
Links

Weekend Mega Linkfest: 14 May, 2021

Some off beat reads for the weekend:

India- The Republic of Sorrow (M J Akbar)

Massive under-reporting of deaths in Gujarat ( Deepak Patel)

The origin of Covid ( The Bulletin)

Hamas & Netanyahu are gambling dangerously (New Yorker)

The Arab Street is quiet (TOI)

Break the Fear barrier and speak for Palestine ( Al Jazeera)

Racism increases in Germany ( RT)

Why Lebanese are giving up their pets ( Mint)

The plan to kill Osama Bin Laden ( Politico)

The economics of movie-product placements (The Hustle)

Why Millenials can’t grow up (Atlantic)

Understanding Car Air-Conditioners (Team BHP)

Cairo’s haunted ‘Temple-Palace’ (LHI)

Remembering Naushad ( Ajay Mankotia)

How to tell if you are from a middle-class Indian household (Shashank)

Categories
Plug

Shout Out: AGMs in Times of Disruption

We investors generally look forward to AGMs.

Its a good way to meet management & other fellow investors.

Also, one gets a good perspective on the co, its culture, prospects etc

In today’s tough times, virtual AGMs are the norm and many investors either give it a pass or are unsure on how to get the maximum juice from them

To address this problem, the good folks at CFA Society India are organising a webinar on an “AGMs in Times of Disruption” on May 25, 2021.

The webinar is FREE and is open to ALL investors, even non-CFAs.

I have registered for this webinar and I strongly recommend that you do the same.

Categories
InvestorPresentations

Polycab: Connection Growth Ka

Source: Investor Presentation of Polycab India Ltd