Source: Annual Report FY22 of MRF Ltd
Source: Annual Report FY22 of MRF Ltd
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Reliance AGM Theory
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Linkfest: 11 July, 2022
Some stuff I am reading today morning:
France, Germany prepare for total cutoff of Russian Gas (ZH)
Equity MFs get 15,498 Cr in June in SIP flows (Rediff)
M&M has come back into the fight (Forbes)
Ambani Vs Adani at 5G Auction (BT)
Thread: Time Technoplast (Mishika Chamria)
Startup Funding in India declined 40% in Apr-June 2022 (BS)
Coatue Presentation to Investors (EFR)
What we learned in Q2 CY22 (Octahedron Capital)
An unstable encounter with a $50 Billion stable coin (Matt Taibi)
Elon Musk terminates Twitter deal (CNBC)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week :
Linde India: Not a hydrogen play yet (AI)
Chemical Boom Billionaires (Fortune)
Stainless Steel: Not just the kitchen (AI)
Raymond: Kapda Aur Makaan (AI)
Mistakes Retirees make (Bala)
Tech industry is bracing for a historic slump (Status Markets)
Thread: Chingari Dump (Cryptoo India)
Carbon Black: China+1 (AI)
Snapshot: Engineering R&D Industry (AI)
Lifestyles (Morgan Housel)
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Weekend Mega Linkfest: 08 July, 2022
Some off beat reads for the weekend:
In defense of Harshad Mehta (Jyoti Mehta)
The fall of Uddhav Thackeray (Open)
The current crisis is bringing Russia & India closer (RT)
5 things that led to PM Johnson’s downfall (BBC)
Why Japan & Germany are rearming (Engelsberg Ideas)
Ukraine could tear Europe apart (American Conservative)
How South Africa’s black farmers were set up to fail (Guardian)
The Chinese Govt is stealing your technology (Verge)
Racist videos on China Tik Tok is a multi million $ industry (ROW)
Corruption: Africa’s undeclared pandemic (Al Jazeera)
The Kingpin of Shanghai (Damn Interesting)
14 ways in which the White Empire is overthrowing itself (Indi Samarajiva)
Drive: Off roading in a Jeep Compass (Team BHP)
Thread: 15 powerful Visuals about Psychology & Life (Strong Minded)
Obituary: Shinzo Abe (NY Times)