Source: Presentation by Ritholtz Wealth Management
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Caste & Crypto
Source: Indus Valley Annual Report 2023
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Linkfest: 06 March, 2023
Some stuff I am reading today morning:
Video: Why GQG Partners invested in Adani (ET Now)
Scorching summer may derail summer recovery (Forbes)
Solar Manufacturing PLI scheme gets bids (BS)
Special Situation: Aster DM Value Unlocking (Stocks Populi)
Startup: Lohum, India’s largest Lithium Ion Battery recycling Co (BW)
Company : Akums, India’s largest CRAMS Co (BI)
Interview with Megan Greene (The Market)
Indus Valley Annual Report 2023 (Blume)
Avoiding Financial Disasters (Ritholtz Wealth)
Grit Vs Quit (Trung Phan)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week :
PMS Vs Mutual Funds ( AI )
The most important Chart ( AI )
China’s CCP warns Elon Musk ( CNBC )
Prateek Gupta : The man behind $500 Million fraud ( Money Life )
Peter Lynch on Diversification ( AI )
Stay away from Echo Bubbles ( AI )
How LinkedIn cracked the India growth story ( Forbes )
Wonderful Cos at Wonderful Prices ( Pelon Capital )
The Luckier you are ( Morgan Housel )
Cement : Maalik Aur Makaan ( AI )
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Weekend Mega Linkfest: 04 March, 2023
Some off beat reads for the weekend:
Thread: South Africa has collapsed (Zombie Land)
Russia’s Lavrov gets cheers & jeers in India (WaPo)
The new Warsaw Pact (Engelsberg)
The West lives on in Afghanistan (Palladium)
New York Times has a Jesus problem (TOI)
Russophobia in America (RT)
India’s connectivity projects with Myanmar (ORF)
North East a success story (Shekhar Gupta)
Thread: Lies of Rahul Gandhi at Cambridge (Himanta Biswa Sarma)
Uddhav Thackeray’s hard fall (Open)
The trials of an Indian witness Nisar Ahmed (Guardian)
How Pakistan would view Abul Kalam Azad (DailyO)
The story of the Amur falcon (Mint)
Drive: Rann of Kutch (Team BHP)
The little known history of Champagne (BBC Travel)