Source: Investor Presentation of Welspun Corp Ltd
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Linkfest: 03 October, 2022
Some stuff I am reading today morning:
SME IPOs catch investors’ fancy (Rediff)
Tulsi Tanti: The Wind Whisperer (MC)
Crypto Exchange WazirX fires 40% of staff (BS)
Stock Talk: Muthoot Finance (FE)
Bollywood is not dead, but decaying (The Print)
Thread: Return on Time (HF Reflections)
Thread: Why was Bank of England forced to intervene? (Macro Alf)
Thread: US Monetary Policy easing on its way (Cathie Wood)
Bonds of Mass Destruction (Last Bear Standing)
Interview with US Bond Giant TCW (The Market)
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Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas this week:
Whisky is the Biggest Winner (AI)
Chemicals: Advantage India (AI)
Jubilant Food: Pujo Pizza (AI)
Thread: On the irresponsible UK policy (Larry Summers)
Americans blew up the Norstorm pipelines (Tucker Carlson)
Using Nuclear Weapons: This is not a Bluff (Vladimir Putin)
Russia is the only Exception (AI)
Mega Trend: India Cancer Care (AI)
Forecasting Folly: RBI Edition (AI)
This is not 2008 (Irrelevant Investor)
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Weekend Mega Linkfest: 30 September, 2022
Some off beat reads for the weekend:
Using Nuclear Weapons: This is not a Bluff (Vladimir Putin)
Congress 2022 (M J Akbar)
Who wins from demolishing the EU’s gas lifelines? (RT)
The US blew up the Nordstorm pipelines (Tucker Carlson)
All Unquiet on the Ukrainian Front (American Conservative)
Taliban, Pakistan and the Heroin Networks (SAP)
Iran & the Hijab (Dawn)
Trussonomics is a childish absurdity (Guardian)
The rational case for a British Republic (Spiked)
2 Bombings in 1 Night is common in Sweden (Common Sense)
Rocketland (Verge)
Thread: Dr Ambedkar & Navratri (Dhaval Kulkarni)
A Nepali Dalit Mother’s accounts (Guernica)
Thread: Jan van Eyck, greatest painter of the Renaissance (CT)
Thread: 15 Hard Truths about Psychology & Life (PP)
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