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)
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)
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.
Some stuff I am reading today morning:
How Vitalik Buterin suddenly became worth $ 21 Billion ( CNW)
India’s investment grade status hanging by a thread (CNBC)
RBI is informally telling banks to cut ties with Crypto ( BS)
Covid-19 surge makes India Inc nervous (Rediff)
Two Wheeler dealers fear default on loan payments (BJ)
The Dao of DAOs (Not Boring)
What it takes to succeed in the markets ( Jay Kaeppel)
Medallion Fund: Proof that markets are not efficient ( Cornell Capital)
Will Technology render banks obsolete? (Norges Bank)
Tech, Inflation and the tyranny of the Numerator (LT3000)
