Some stuff I am reading today morning:
FPI selling nears $6 Billion in 2022 (Rediff)
India’s IPO mania gets reality check (BS)
PLI Scheme for agrochemicals soon (Fortune)
How we bag multibaggers (Aequitas)
Thread: Jubilant Ingrevia (Average Trader)
Thread: RHI Magnesita (Niveshaay)
Tale of Two Microcaps (Bhavik Mehta)
Interview with James Anderson (Big Picture)
Value Stocks like higher inflation (Ben Carlson)
Facebook’s downturn was a long time coming (Marker)
Alpha Ideas has crossed 50 Million Page Views.
Thank you, dear reader, for your continued patronage of this very simple blog.
Am reminded of these lines by Majhrooh Sultanpuri :
मैं अकेला ही चला था जानिब-ए-मंज़िल मगर
लोग साथ आते गये और कारवां बनता गया
Any suggestions to improve the blog is most appreciated and welcome.
Heartening to see private capex picking up.
Example 1: Enkei Wheels (India) Ltd
Example 2 : Sunshield Chemicals Ltd
Some stuff I am reading today morning:
What went wrong with ABG Shipyard? (MC)
Thread: Rajeev Jain bro (Intrinsic Compounding)
Stock Talk: SNL Bearings Ltd (Dolly)
Revisiting the FANGAM stocks (Aswath Damodaran)
Minsky Moments in Venture Capital (Abraham Thomas)
Crypto market back above $2 Trillion (Decrypt)
Tencent backed Sea’s $16 Billion Crash (BS)
Not a Rare to Spare (Doomberg)
The quest for intangible value (Neckar)
Q4 2021 Letter to Investors (Hayden Capital)
