Author: Raoji

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Links

Linkfest: 22 June, 2020

Some stuff I am reading today morning:

Will launch of Favipiravir mark turnaround of Glenmark? (ET)

REITs hit as IT cuts spend on real estate (Mint)

Is the stock market going to crash? (Amey Kulkarni)

My notes from various annual reports of 2020 (Kumar Saurabh)

Market Cap Madness (Irrelevant Investor)

Why Indians must boycott Chinese products (Rediff)

Why boycotting Chinese items is not feasible (FE)

How Robinhood generates revenue (Howard Lindzon)

The anatomy of a rally (Howard Marks)

Deserving It (Ian Cassel)

Categories
TopClicks

Top Clicks on Alpha Ideas This Week

Here are the most clicked items on Alpha Ideas this week:

Bharti Airtel: What a 12 year consolidation looks like (AI)

Sandur: The Son Rises (AI)

Top Indian Cement Cos (AI)

Jindal Stainless: Margin Less Pledge (AI)

Wonder La: Desperate Times (AI)

Symphony: Infinite ROCE (AI)

NSE: Who are you backing? (AI)

Why I disagree with Deepak Parekh (Akhil Saraf)

Builders sweeten deals to push sales (FE)

How Chinese do business (Nisheeth Sharan)

Categories
Links

Weekend Mega Linkfest: 19 June, 2020

Some off beat reads for the weekend:

Understanding the military buildup at the India-China border (IISS)

Using satellite imagery on the India-China border (Nathan Ruser)

India’s delusions on China should end (WaPo)

Sino-India relations hits a new low (SCMP)

The ‘Five Fingers’ of the Tibetan Palm (Suhasini Haider)

A look at Nepal’s map machinations (DailyO)

Covid has exposed Kejriwal (Ruhi Tiwari)

Tamil Nadu Doctors have found an effective way to cure Covid (Lede)

The White Man in that photo (Films For Action)

Stop calling Daren Sammy ‘Kalu’ (ESPN)

Interview with Naval Ravikant (You Tube)

Marxist Lies in our textbooks – Dr. Vikram Sampath (You Tube)

Why I was suspended as an Air Asia Pilot (Capt Gaurav Taneja)

How Salman Khan’s family destroyed my career (Abhinav Singh Kashyap)

History: Malik Ambar- The Deccan’s African Defender (LHI)

Categories
InvestorPresentations

Jindal Stainless: Margin Less Pledge

Source: Investor Presentation of Jindal Stainless Ltd

Categories
Exchange Filings

Sandur: The Son Rises

Source: Exchange Filings of The Sandur Manganese & Iron Ore Ltd