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Stay away from Echo Bubbles
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Peter Lynch on Diversification
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Linkfest: 27 February, 2023
Some stuff I am reading today morning:
Sell Off spree continues in FPIs (BS)
Adani Stocks lose 12 Lakh Crore in market cap in a month (Rediff)
Thread: World War 3 may have started (Dr Mahathir Mohamad)
Thread: We can have lost decade for US Equities (Otavio Costa)
How to look at ROE (David Einhorn)
2023 Letter to Investors (Berkshire Hathaway)
Weaponizing Global Depression (Daily Reckoning)
The Earnings Test (Prof Aswath Damodaran)
Wonderful Companies at Wonderful Prices (Polen Capital)
How did China dominate the EV market? (MIT Tech Review)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
Reliance Retail: What Scale looks like (AI)
Book Review: Being Relevant (AI)
Charlie Munger on Shorting (AI)
Jim Chanos: How I invest (AI)
Thread: Beware Madhavbaug users (Dr Prashant Mishra)
Thread: Notes from 2023 TIA 20-20 Meet (Askhat Jain)
The dismal reality behind IIT placements (MC)
The next BIG Theme (Savant Wealth)
ResGen: Running on Zero (AI)
How it all works (Morgan Housel)
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Weekend Mega Linkfest: 24 February, 2023
Some off beat reads for the weekend:
Pakistan’s Alien Roots (Sai Deepak)
The rise of Amritpal Singh (Op India)
Thread: Roshni Act of J&K (Agenda Buster)
China’s position on the Ukraine Crisis (FMPRC)
Europe, Interrupted (American Conservative)
Baghdad Memories (Guardian)
Palestinian children are the explosives of the future (TOI)
Can India replace China to be voice of the Global South? (RT)
General Pervez Musharraf & I (Dawn)
Thread: Secular myths of a Christian West (Cogito)
The Suez Canal purchase (Engelsberg)
On Lord Dalhousie (HUYF)
Thread: Analysing one of the greatest speeches in history (CT)
Travelogue: Kamlang Tiger Reserve (Team BHP)
Fraternising with rats at Karni Mata Temple in Bikaner (Mint)