Source: DRHP of Clean Science & Technology Ltd
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Author: Raoji
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Bitcoin : Deja Vu
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Linkfest: 28 June, 2021
Some stuff I am reading today morning:
The journey of Pharmeasy (CNBC)
Missing dots in Adani Tale (TOI)
Goliaths of real estate are winning the pandemic economy (Forbes)
HDFC Life Insurance Annual Report FY21 Summary (Investdunia)
The unsurprising dominance of Binance ( Front Month)
Will Bitcoin crash the stock market? (Michael Batnick)
Is Tether a Black Swan? (Bernhard Mueller)
How a blog post led to a $14 Billion Co (Jay Kreps)
4 Things an Emergency Fund is not (Morningstar)
Video: Interview with Steven Cohen (Jawad Mian)
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Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas this week:
What Sector Consolidation looks like (AI)
Orchid Pharma: 72% Discount (AI)
PEL: What longevity of compound looks like (AI)
Mega Trend: India’s Gas Revolution (AI)
Random Portfolio up 200% since March 2020 (Nooresh)
What we found interesting in Q4FY21 Concall transcripts (DSP)
Reliance: Ek, Do, Teen, Char (AI)
Reliance: Always be Investing (AI)
Adani Logistics: Warehousing Intent (AI)
Imagine (AI)
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Weekend Mega Linkfest: 25 June, 2021
Some off beat reads for the weekend:
The revolt against liberalism (Guardian)
The tyranny of Woke Capitalism ( Spiked)
The Sangh and Modernity (Ram Madhav)
Beijing’s useful idiots (UnHerd)
Iran at a crossroads (Marwan Bishara)
I am afraid to be Jewish in France ( Toni Kamins)
Clash of the Islanders ( Toronto Life)
The legend of the ‘Serpent Mosque’ (LHI)
The Himalayan peak off limts to climbers (BBC)
Why does Jerry Seinfeld still work hard? (Inc)
How Udupi spread its vegetarian cuisine across the world (SCMP)
Edward Dyer, His Beer & Whiskey (Madras Courier)
Udaybhan Rathore & myth making in Maratha History (EngrWho)
The thriving business of ‘IKEA hacking’ (Hustle)
The Zero stones of Pune & London (Syndrome)