Source: Bloomberg Quint
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When 2 Rs= 3600 Cr
Source: Bloomberg Quint
Author: Raoji
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Linkfest: 20 July,2020
Some stuff I am reading today morning:
Strong growth at HDFC Bank (BQ)
How India’s airlines are getting by without a bailout (Mint)
Residential unit sales at 10 year low (BS)
Jamie Dimon’s warning for the US economy (CNBC)
EU recovery fund plan hangs in balance (Reuters)
Granules India-A Value Migration Story (TankRich)
A Questionable Rollover at HDFC MF (MF Critic)
Cash-Critical and Unloved (Subramoney)
Bill Miller 2Q 2020 Letter (Miller Value)
On Speculative Booms (Jamie Catherwood)
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Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas this week:
What stupidity looks like (AI)
Mega Trend: India Internet (AI)
The Biggest Asset Class in the world (AI)
Mystery (AI)
Why we invested in Reliance Jio (Google)
Nobody has seen Nuthin like it (AI)
Hatsun in trouble (R S Sodhi)
Stock Talk : Mayur Uniquoters (Value Picks)
Page A1 Indicator (AI)
The Tech Index that beats NASDAQ (AI)
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Weekend Mega Linkfest: 17 July, 2020
Some off beat reads for the weekend:
The Jaipur Jolt (Open)
India-China Relationship will be reset (Shivshankar Menon)
The most significant case that SC ever heard (Bar & Bench)
Turmoil in Akali Dal (DailyO)
Bild, Merkel & the Culture Wars (Guardian)
Price of ambition in Karachi (Dawn)
A strange Roman Ring story (Gareth Harney)
The importance of Sunny (ESPN)
Why I resigned from NYTimes (Bari Weiss)
Covid Conversations with one of America’s richest men (BB)
James Tod’s Rajasthan Chronicles (LHI)
The Chinese Emperor who built Beijing (SCMP)
The story of a Malawian Kung Fu Fighter (Al Jazeera)
Seeking solace in Hafez (Guernica)
Is Narendra Modi a Crypto Jew? (NWO Broadcast Corp)
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The Tech Index that beats NASDAQ
