Source: Investor Presentation of InterGlobe Aviation Ltd
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Linkfest : 24 March, 2025
Some stuff I am reading today morning:
India’s oil imports hit all time highs (OP)
Passenger vehicle sales crash ( Rediff)
Stumbling stock market raises specter of reckoning (Yahoo)
Key financial mistakes to avoid before March 31st (DH)
Company: Ather Energy (Fortune)
SEBI relaxes norms for Mutual Fund Employees (CM)
The stock market is always changing (CS)
Geopolitical risks are in the rise (Mr Zepczynski)
Index Three Ways (Humble $)
A closer look at Options Based strategies (AQR)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
SEBI directs ex CNBC anchor to disgorge 6.16 Cr in illegal gains (ML)
Tariffs: India Vs US (AI)
NRI Remittances (AI)
This Century belongs to Gold (AI)
Mega Trend: India’s Gold Loan Market (AI)
Beautiful Vs Practical Advice (Morgan Housel)
Trump 1.0 Vs Trump 2.0 (AI)
Gala: Increasing TAM (AI)
The Art of Holding (Howard Marks)
What Wealth Creation looks like (AI)
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Weekend Mega Linkfest: 21 March, 2025
Some off beat reads for the weekend:
Interview with PM Modi (Lex Fridman)
China is trying to kneecap Indian manufacturing (Noah Opinion)
Egypt willing to absorb half a million Gazans (JPost)
The warmongers in the EU (RT)
Sadly, Trump is right on Ukraine (The Hill)
The Big Baloch Question (Open)
Bloody clashes in Syria (Crisis)
Meir Kahane’s ghost in Israeli politics (Guardian)
Europe’s last Latin Kingdom (Engelsberg)
The historical engima of Maulana Hasrat Mohani (OpIndia)
Thread: Rana Kumbha (Right Singh)
My Grandpa, the Fascist (New Lines)
An open letter to UN from a Rohingya Refugee (Dhaka Tribune)
Thread: The astronomical significance of Holi (Savitri M)
Trek: Winter Kuari Pass (Team BHP)