Some stuff I am reading today morning:
Record SIP outflows in July 2024 (Rediff)
Riding the IPO wave (BW)
Pune’s Burger King fends off global giant (BT)
CBDT issues action plan to IT Dept (DH)
Thread: Ola Electric (The Kaipullai)
Curious Case of Suzlon Energy (Tankrich)
Don’t be a buyer in Nvidia’s bear market (Yahoo)
The 3 Lithium Lies (Katusa)
What do VC returns actually look like? (Hunter Walk)
The Process is the Reward (Kingswell)
Here are the most clicked items on Alpha Ideas this week:
Alpha Ideas SME Stars – 2024 Edition (AI)
The Alpha Ideas SME Channel (You Tube)
Inox Green: Chimpanzee to Gorilla (AI)
Valuation Indicators are flashing red (AI)
DOMS: Backward Integration (AI)
Supriya: Super Margins (AI)
Skin in the Game (AI)
Where the World’s Wealthy are fleeing (AI)
Starbucks’ fall from grace (MC)
Why almost nobody is buying green hydrogen (HT)
Some off beat reads for the weekend:
Bangladesh: The new Great Game (Open)
Hatred against Hindus in Bangladesh (Print)
August 15: Freedom or Horror? (Organiser)
Rahul Gandhi’s Colombian Drug Cartel connection (Blitz)
Has Zelensky walked into Putin’s trap? (Newsweek)
India’s Russia Option (National Interest)
Donald Trump Elon Musk Interview (Rev)
In praise of Elon Musk (IM1776)
Israel wants a wider war (Jacobin)
Palestine meets the BRICS (Cradle)
A Leftist Jew’s recent visit to Israel (Guardian)
Bibi’s evolving Hamas story (TOI)
Unravelling Pakistan’s Polycrisis (Friday Times)
Bangalore Real Estate Musings (Team BHP)
Photos: Elephants (Smithsonian)
Why I have 80% of my liquidity in QQQ and why it beats the world’s best managers.
1. Warren Buffett (Berkshire Hathaway) vs. QQQ
$1 million invested in Berkshire Hathaway in 2014 might have grown to around $2.5 million by 2024, based on the company's historical performance. In…
— Martin Varsavsky (@martinvars) August 15, 2024
