Author: Raoji

Categories
Links

Linkfest: 18 May, 2021

Some stuff I am reading today morning:

Wholesale inflation soars to 10.49% in April (BS)

Reliance Jio to construct largest submarine cable system (BT)

TIPS Industries: Optionality Play ( Ankush Agrawal)

Spotify: The sound of streaming (Fortune)

An Agricultural cycle ( Stock Blogger)

Building parallel financial systems (Diff)

The absurdity of today’s valuations (Bill Gurley)

3 Investment hacks for young people (Larissa Fernand)

Banker quits after making millions in Crypto Currency (CNBC)

Short Selling: Open Letter to Lemonade (Muddy Waters)

Categories
InvestorPresentations Textiles

Gokaldas Exports: What a Turnaround looks like

Source: Investor Presentation of Gokaldas Exports Ltd

Categories
RBI

RBI: English Pass, History Fail

Source: RBI Bulletin January 2021

The excerpt from the Bulletin is breath taking in its myopic outlook.

Excellent English, but complete complacency/ignorance about the Second Wave. This is ironic as the RBI Governor Das actually is a BA & MA in History

Categories
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)

Categories
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)