Source: Investor Presentation of Shree Cement Ltd
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Author: Raoji
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Latino Blues
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Linkfest: 15 June,2020
Some stuff I am reading today morning:
India is now amongst the worst affected country (CNBC)
Delhi’s traders want markets to shut down (Rediff)
Virus resurfaces in Beijing (Reuters)
My stand on Tata legacy hotspots is vindicated (Cyrus Mistry)
Builders sweeten deals to boost sales (FE)
Millions of jobs could be permanently lost (Bloomberg)
Webinar: Investing in US Equities (Bhavin Shah)
Interview with Manish Sabharwal (You Tube)
Should you invest with Gilt Funds? (The MF Guy)
$ 26 Trillion and counting (Charlie Bilello)
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Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas this week:
Once there was a AAA rated co (AI)
Voda Idea: Hum guarantee nahin denge (AI)
Shiv Sena Vs Bajaj Finance (Times Now)
Lasa: Aisa Bhi Hota Hain (AI)
Oh those Robinhoods (AI)
On Rakesh Jhunjhunwala’s ‘Mother of all bull runs’ (Rahil Jasani)
Beware of the bull trap in bear markets (BS)
NSE shutters NOW (BL)
Looking for moats in AMC stocks (Larissa Fernand)
Moratorium Calling (AI)
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Weekend Mega Linkfest: 12 June, 2020
Some off beat reads for the weekend:
How Hong Kong caught fire (Guardian)
America’s reckoning (Time)
The Virus will win (Atlantic)
Pakistan: The grimmest comedy (Khurram Husain)
Lebanon in turmoil as currency collapses (Al Jazeera)
The Palestinian appropriation of Black pain (TOI)
India’s Tibet dilemma (Seshadri Chari)
A crisis of faith in Congress (Open)
In the absence of travel, what’s a travel writer to do? (Guernica)
A hard life: Teaching yoga in Bali (SCMP)
The Presidential Cars of India (Team BHP)
Christopher Columbus statues beheaded across America (Smithsonian)
How Pepsi’s $32 Billion typo caused riots in the Philippines (Medium)
Duleep Singh: The Tragic Prince (LHI)
From a Nehru Dynasty fan to a Modi Bhakt (Mohan Sinha)