Category: Links

Some stuff I am reading today morning:

Snapdeal plans $350-400 Million IPO (Rediff)

Why Infosys is latest RSS target (BS)

Why I believe Cement is not a cyclical industry (Ankit Kanodia)

Stock Analysis: Lincoln Pharmaceuticals (Dr Vijay Malik)

Company Analysis: NAM-India (Shiven Tandon)

Building a ‘Hail Mary’ Portfolio (AM)

On Korean Kross Comics (Forbes)

On China’s Tech crackdown (Aswath Damodaran)

Why am I not rich and famous? (Darius Foroux)

A global perspective on renewable hydrogen ( Bruegel)

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

How Anand Deshpande became a Billionaire (Forbes)

NDTV: The Better Half (AI)

India Market Cap to GDP (AI)

LIC: The IPO of a lifetime (FE)

TI: India’s Brandy King (AI)

India FMCG: Caution (AI)

The World in 2030 (AI)

The danger of a single stock spiel (Anand Sridharan)

Twitter: The worst managed Tech co (Kyle Iskyan)

In Gold we trust (AI)

Some stuff I am reading today morning:

Account Aggregator system to democratise credit (BS)

Reliance Retail acquires sole control of Just Dial (MC)

NCLT orders freezing of all assets of Videocon’s Dhoot (TOI)

How Anand Deshpande became a Billionaire (Forbes)

Troubles continue for Jet Airways (BT)

Startup: Recykal (Forbes)

India is the next big hub for Unicorns (Forbes)

Not all risk is rewarded (Charlie Bilello)

Regulators Vs Facebook (Stratechery)

Why Zukerberg wants us all in the Metaverse (Scott Galloway)

Some stuff I am reading today morning:

Zerodha gets SEBI nod to enter MF business (BT)

LIC: The IPO of a lifetime (FE)

Auto sales skid on chip shortage (BS)

VST Tillers aim to dominate small farm mechanisation (BL)

Why Tiger Global bet on crypto firm CoinSwitch (Fortune)

Startup: Lohum (FE)

Why does a VC reject your pitch? (Sajith Pai)

Deep Dive: Sony (Asian Century Stocks)

How scammers are exploiting the NFT mania (Tim Copeland)

$834 Million every hour (DR)