Source: Exchange Filings of Yes Bank Ltd
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Yes Bank: Yearning for Freedom
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Linkfest: 13 March, 2023
Some stuff I am reading today morning:
US issues statement to protect all depositors (US Treasury)
FED to give additional funding to Banks (FRB)
Adani fully prepays promoter loans (Adani)
The demise of Silicon Valley Bank (Net Interest)
Thread: Jan shorting thesis on SVB (Raging Capital)
Thread: On the Wadia Group (The Kaipullai)
Interview with Peter Perkins (The Market)
March Madness (Anand Sridharan)
Adjusted metrics is an egregious fraud (Jim Chanos)
The forgotten lesson from Ben Graham’s life (Neckar)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
The Chart that’s terrifying US markets (AI)
Capital Markets have reached Singularity (Zero Hedge)
Avoiding Financial Disasters (Ritholtz Wealth)
Special Situation: Aster DM (Stocks Populi)
What is driving pessimism in Asian Paints? (MC)
Where is 10 min grocery delivery headed? (Forbes)
Caste & Crypto (AI)
Nothing Positive (AI)
Thread: What really makes people happy? (Dr Julie Gurner)
Psychological paths of least resistance (Morgan Housel)
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Weekend Mega Linkfest: 10 March, 2023
Some off beat reads for the weekend:
How is India viewed in China? (The Diplomat)
Xi Jinping handed unprecedented third term (Guardian)
China’s pivot against Israel (TOI)
Moldova looks the next Ukraine (Japan Times)
Saudi Arabia, Iran reach diplomatic agreement (Arab News)
Pakistan: Rising in the ruins (Open)
The White Revolutionaries (Engelsberg)
India’s Crypto industry is imploding (ROW)
How Punjab came to dominate the Army (Dawn)
What the History books don’t teach about Salt Satyagraha (HUYF)
Desert Hours (Jane Miller)
Thread: Why do elite colleges pump students in same 5 industries? (DP)
Drive: Sikkim in my Jeep Compass (Team BHP)
Street Food trail in Hanoi (Open)
Thread: What makes people happy? (Dr Julie Gurner)
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The Chart that’s terrifying US markets
