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Sector Returns so far in FY24
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Linkfest: 20 June, 2023
Some stuff I am reading today morning:
Indigo places record order for 500 Airbus A320 aircraft (BT)
HDFC Credila to be sold for 9,060 Cr (MC)
The stocks driving the Nifty rally (FE)
Net inflows into equities decline to a 2 year low (BS)
Textile stocks threading their way to bull party (BL)
Inside Triveni Turbine’s audacious global gambit (Forbes)
SEBI justifies ‘urgent action’ against ZEE Entertainment (Rediff)
Meta’s Moat (Deep Dives)
Stock Based Compensation in Software Cos (Voss Capital)
The Cardinal Sin of Investing (Howard Marks)
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Linkfest: 19 June, 2023
Some stuff I am reading today morning:
Top Cos have to ‘confirm’ or ‘deny’ media reports in 24 hours (Fortune)
Micron flags tax concerns in India (FE)
Is Hero’s Board reduced to a Zero? (Money Life)
Financial irregularities at Sequoia backed startup Mojocare (BS)
Interview with Sonal Varma (Forbes)
Buffett’s Japan bets have tripled in value (Yahoo)
Lessons inherited from a Value Investor (Ruffer)
Crypto’s bucket shop problem (Investor Amnesia)
Two Dollars to Win (Humble $)
Chile’s nationalization of the Lithium industry (Katusa)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
Invitation to Startups (AI)
Nifty Earnings Boom (AI)
75 D2C Brands that are disrupting India’s Consumer Market (Inc42)
Chart: Top Indian Brokers (AI)
Chart: Top Indian IT Majors (AI)
Interview with Kenneth Andrade (MC)
Top 10 Stocks by Stock Price (AI)
The mysterious Rajesh Exports (Money Life)
Your stock will go down after you buy (Joel Greenblatt)
6,500 HNIs to flee India in 2023 (Fortune)
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Weekend Mega Linkfest: 16 June, 2023
Some off beat reads for the weekend:
Drought is the next pandemic (Guardian)
India-US ties reaching a turning point (Print)
The historical roots of Russia’s scorched earth policy (Engelsberg)
US War plans for Iran (Jacobin)
Its politics as usual in Iraq (Arab News)
How British policy aided Osama Bin Laden (Declassified UK)
The rise & fall of Imran Khan (Dawn)
The China-Pakistan Economic Corridor (ORF)
Thread: Why Congress wants to ban Bajrang Dal (Star Boy)
Deities & Devotees at a film festival (Jai Arjun)
The Indian city where noone goes hungry (BBC Travel)
Zanskar: Magic Mountains (Open)
Automakers are cramming fake stuff into EVs (Verge)
Drive: Dhanushkodi (Team BHP)
Thread: The Pandit who offered Bali of Pathans (Gaudiya)