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The Return of the Cash Thief
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CUB: We leave stock price to God
Source: AGM Transcript of City Union Bank
Awesome answer by the MD of the Bank to a shareholder at the AGM.
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Linkfest: 27 December, 2021
Some stuff I am reading today morning:
RBL Bank in focus (BSE)
Airtel Payments Bank crosses 1 Billion Transactions in Q2 (BT)
Sensex: How long will the good times last? (Abhishek Mukherjee)
2022 will be a great year for Value (John Rogers)
Capital SFB: The right thing, the right way ( Shiven Tandon)
On Shriram merger ( Ankur Jain )
21 stocks I studied but didn’t invest ( Sahil Sharma )
Omicron is pushing America into soft lockdown (Atlantic)
5 Important things to do before the bubble bursts ( BVI )
Venture Capital Trends ( Ola Kulynych )
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
Policy Bazaar: Call Center+Website (AI)
The 250 bagger story (AEquitas)
Prashant Jain on PSU stocks (Morningstar)
Vivo: What a growing business looks like (AI)
Fabino: Audito Ho To Aisa (AI)
Innovative Tyres: Brutally Honest (AI)
Delightfully humbling (AI)
FMCG Categories with non-linear growth (AI)
A disaster like scenario unfolding for stocks (DR)
Bill Foley: The most interesting billionaire you never heard of (CA)
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Weekend Mega Linkfest: 24 December , 2021
Some off beat reads for the weekend:
Why Indian women are hooked to Asian skincare (Mint)
Interview with R Ashwin (Cricket Monthly)
Thread: Final Takeaways from the Farm Bills (Jyotilaxmi Kurup)
The Bill to change the Preamble to the Constitution (Roshni DSouza)
China cannot silence me ( Nyrola Elima )
America must optimise or collapse ( Murtaza Hussain)
Why the West cannot leave Hong Kong alone (RT)
Pakistanis don’t know what to do with their pre-Islamic history (Rafia Zakaria)
The economics of Broadway shows (Hustle)
The Secret is Crime ( Palladium )
In pursuit of Ladakh’s soft gold (Nat Geo)
Kanaklata Barua: Assam’s teenage martyr (LHI)
Solo: 3 Boats, 3 Men, 1 Race (Fifty Two)
7 Lessons from Yale’s most popular class (Zain Khan)
Real videos of Veer Savarkar (Rakesh Salunke)