Author: Raoji
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Options – Pocket or Tijori ?
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Linkfest : 06 April, 2020
Some stuff I am reading today morning :
India’s real estate prices finally get reality check ( Mint )
SIP closures loom ( BS )
A huge negative for Indian pharma ( Navarro )
Software on the cusp of a precipitous fall ( Stray Reflections )
Stock Talk : Tata Consumer Products ( RJ )
How Companies manipulate Cash Flow from Operating Activities – CFO ( Dr Vijay Malik )
Top 100 fastest growing and declining categories in eCommerce ( Stackline )
Open Letter by VCs to Indian Startups ( Notion )
Short Selling in the time of Corona Virus ( Carson Block )
Interview with Jim Grant ( The Market )
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Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas this week:
The fall of the NBFCs (AI)
Swimming Naked: Anil Kumar Goel Edition (AI)
How I invest my own money (Radhika Gupta)
Market Meltdown, the Virus and our Actionables (VP)
Sirf Indigo bachega (AI)
ITC – Is ‘Capital Misallocation’ a narrative fallacy or a reality? (Ahmed Madha)
India is # 1 (AI)
Not for the faint hearted (AI)
Berkshire Hathway and the Corona Virus Crash (Rational Walk)
Watch what the Chinese do (Bronte Capital)
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Mega Linkfest : 03 April, 2020
Some off beat reads for the weekend :
How Muslims play politics in India ( Abhijit Iyer Mitra )
Why secular liberals are wrong about Nizamuddin ( Vir Sanghvi )
Tablighi Jamaat : Jihad’s stealthy legions ( Alex Alexiev )
The West’s anti India bias factory is working overtime ( Abhijit Majumder )
The anti Hindu NY Times ( Ramesh Rao )
Is Covid 19 Laboratory born ? ( Maroof Raza )
The unravelling of a dancer ( New Yorker )
Greta’s World ( Rolling Stone )
Saudis blow off Trump ( ATimes )
Travelogue : Jordan ( Team BHP )
10 Isolation Tips from Scientists ( Smithsonian )
My father, a Pakistani Prisoner of War in India ( Sunniya Pirzada )
From Zimbabwe to England ( Danai Kupemba )
Mangaluru’s Jewish Connection ( LHI )
Chang Bhai, take care ( Priya Ramani )