Categories
Links

Linkfest: 07 January , 2025

Some stuff I am reading today morning:

Indian Markets have their worst fall in 3 months (BS)

Vinay Hiremath, the man who sold his startup for $975M (HT)

CBDT’s extended tax deadlines (DH)

China to curb exports of Lithium Battery Tech (Oil Price)

Capital Group is the ‘Big Client’ in Ketan Parekh case (Fortune)

Thread: Mis Guidance at Atam Valves (Chirag Jain)

Looking back from 2035 (Cliff Asness)

Microstrategy goes on another Bitcoin buying spree (Sherwood)

Crypto trends for 2025 ( The Street)

The Preening Duck error in Bull Markets (Buffett)

Categories
Chart Macro

Not so Shining India

Source : Financial Times

Categories
Chart Commodities

Lithium : Boom & Bust

Source : Wall Street Journal

Categories
Links

Linkfest : 06 January, 2025

Some stuff I am reading today morning:

Debt Mutual Funds may get tax relief ( FE )

India’s coal production hits all time high in 2024 (Fortune)

Bleak Q3 awaits FMCG Cos (Rediff)

Lohum to set up 20,000 MT Cathode Active Material Facility (ET)

Thread: Power & Instrumentation Gujarat Ltd (Pratham Khanna)

Thread : Red Flags at Polymatech ( Invest India )

Accounting Fraud at Carvana (Hindenburg)

8 Predictions for India eCommerce in 2025 (Inc 42)

Interview with Larry McDonald (The Market)

Live a Little (Contessa Capital)

Categories
TopClicks

Top Clicks on Alpha Ideas this Week

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

Diamonds: 22 Years of 0 returns (AI)

Nifty’s sub par $ returns (AI)

Top 25 stocks for 2025 (MC)

Adani Green: Exchange Scheme (AI)

Nisus: Saathiya (AI)

The MRI Opportunity (AI)

The future of solar manufacturing in India (Fortune)

India’s GCC Boom (AI)

Fund Gauge (AI)

Thread : The vulgarity of Shah Rukh Khan ( Rohit Pathak )