Source: Earnings Call of RHI Magnesita India Ltd
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Sunteck: Dubai Calling
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Linkfest : 26 August, 2024
Some stuff I am reading today morning:
Telegram app CEO Durov arrested in France ( CNBC )
Bangladesh owes $800 Million to Adani Power ( ET )
Adani’s Dharavi revamp is struggling ( Reuters )
20 Years since TCS IPO ( BS )
New PPF & SSY rules ( Basu Nivesh )
Some thoughts on financial markets ( Young Money )
On forecasts ( Morgan Housel )
Avoiding Value Traps ( Oakmark )
The revenge of the Old Economy ( Felder Report)
Quarterly Letter to Investors ( Greenlight Capital )
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
July’s record SIP outflows (Rediff)
Sadhana: Mountain out of a Molehill (AI)
India Aviation: Hum Dono (AI)
KEC: Billion $ Baby (AI)
On the Data Center Industry (Katusa)
All that glitters is gold (AI)
Inox Green: Chimpanzee to Gorilla (AI)
Curious Case of Suzlon Energy (Tankrich)
Pune’s Burger King wins Trademark tussle (BT)
IT Act to get rejigged (FE)
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Weekend Mega Linkfest: 23 August, 2024
Some off beat reads for the weekend:
Hindus: Unwanted in Bangladesh (Open)
History of Hindu Genocide in Bengal (Organiser)
India Out in Bangladesh (RT)
Ring of Conflict zones around India (Chanakya)
PM Modi in Ukraine (Newsweek)
The Hezbollah Wildcard (National Interest)
Pakistan: The rot is systemic (TFT)
Saudi Arabia normalises ties with Israel (Cradle)
Farmer-Herd Violence in Chad (Crisis)
When AI plans your vacation (Arab News)
Kosovo: Techno is a symbol of resistance (CNTraveler)
What my daughters learned at school in China (Guardian)
WWII : How Paris got saved from destruction (Smithsonian)
On Yoko Ono (Paris Review)
Food Shopping in Rome (Panorama Review)