Source: Earnings Call of Ganesh Housing Corporation Ltd
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Linkfest: 21 January, 2025
Some stuff I am reading today morning:
Transcript of Trump’s inaugural address (USA Today)
NCLT orders liquidation of Go First (Rediff)
India lifts curbs on sugar exports (HT)
Debt: More profitable than equity in 2025 (Forbes)
Thread: Red Flags at Gujarat Toolroom Ltd (BTS)
All you need to know about JioCoin (Fortune)
Bombay HC quashes reopening of IT Assessment (Money Life)
Pakistan’s Energy Sector is a ticking time bomb (OP)
The “Busy Fool” Syndrome (Terry Smith)
Memo to the future (Seth Godin)
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Linkfest: 20 January, 2025
Some stuff I am reading today morning:
FPIs take out Rs. 44,396 Cr in Jan (MC)
India is staring at an ‘oil shock’ (CNBC)
Trump’s memecoin creates Billions from thin air (DH)
Why we are shutting down our Research Advisory services (SA)
Hindenburg can be charged for securities fraud (BS)
Grifting & Gullibility in Market Manias (Microcap Club)
Look both ways (Humble $)
Markets are a mirror (Safal Niveshak)
Retired man tries to spend more money, mostly fails (MM)
2024 Annual Letter to Investors (Permanent Equity)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
Gold Price History last 100 years (AI)
Save the Date (AI)
India building 60 Navy ships (BS)
EM Currencies had a terrible 2024 (AI)
A financial storm is brewing (The Market)
Shakeout in Smallcaps (Money Life)
The demographic collapse of China (AI)
Dunzo goes defunct (FE)
TCS: AI+ (AI)
More gossip on Ketan Parekh case (BW)
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Weekend Mega Linkfest: 17 January, 2025
Some off beat reads for the weekend:
India’s nuanced Afghanistan Policy (First Post)
Murder in Maharashtra (Print)
Will Trump blow up TurkStream ? (RT)
What the Palestinian victory celebrations mean (TOI)
Israeli attack on Iran in 2025 (JPost)
The challenges facing Syria’s Alawites (New Lines)
Strategic blunder by the Houthis (NI)
Lithuania’s provocative remark about Kaliningrad (AK)
Thread: How FSB killed terrorist Black Arab (Sputnik India)
Tokyo Drift (Guardian)
The murky world of Psychological counselling in India (Scroll)
The Enemy Within (Open)
Thread: How to reverse aging (Scott Jag)
Meeting with Devraha Baba, the ageless Yogi (Maria Wirth)
Thread: Bike Ride in Assam & Meghalaya (Zishaan Hayath)