Source: Investor Presentation of Music Broadcast Ltd
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Linkfest: 31 October, 2022
Some stuff I am reading today morning:
4 IPOs aim to raise over 4,500 Cr this week (MC)
India’s forex reserves plunge to 2 year lows (Fortune)
FPI’s selloff continues at slower pace (BS)
Indian investors hit hard by US tech rout (FE)
Global wealth destruction (Katusa)
Nothing is as dependable as cycles (Ben Carlson)
The merits of diversification (Sam Ro)
Humble Money Vs Arrogant Money (Aswath Damodaran)
Interview with Polen Capital (Value Investor Insight)
On China’s 20th Party Congress (The Market)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
2022 Alpha Ideas 20 20 Meet- Sold Out (AI)
Thread: Why Investing is difficult (Lyall Taylor)
Primer on free cash flows (Aswath Damodaran)
PNB Housing: GNPA Ki Baat (AI)
Can India grow in midst of global recession ? (Forbes)
Only 4 Trading Outcomes (AI)
Expectations and Reality (Morgan Housel)
The absurdity of 100% inflation in Argentina (Guardian)
The Red Emperor (Brahma Chellaney)
Thread: 10 Things that won’t matter in 10 Years (George)
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Mega Linkfest: 28 October, 2022
Some off beat reads for the weekend:
The Red Emperor (Brahma Chellaney)
World faces most dangerous decade since World War II (V Putin)
Time to talk to Russia (American Conservative)
A bleak season ahead for Rishi Sunak (Guardian)
The world awaits Netanyahu (TOI)
The $30 Million Lottery Scam (Atlantic)
The genealogy of Chinese Cybernetics (Palladium)
On Filipino workers overseas (Kenyon Review)
On Rohingya refugees in Bangladesh (Zocalo)
The revolution in Iran (Baffler)
The Crypto Story (Matt Levine)
The Azuljeo tilework of Portugal (Smithsonian)
Thread: The Vitruvian Man (Cultural Tutor)
Breakfast Cycling around Mumbai (Team BHP)
Thread: 10 Things that won’t matter in 10 Years (George)
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Chart: Lifecycle of Free Cash Flows
Source: Prof Aswath Damodaran
