Source: DRHP of Latent View Analytics Ltd
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Linkfest: 01 November, 2021
Some stuff I am reading today morning:
Policybazaar IPO opens today (MC)
Five IPOs to hit market in first half of Nov (BS)
My Nykaa thesis explained ( Percy Panthaki )
BNPL is driving festive season sales (BW)
Let the market worry for you (Michael Batnik)
The 10 most dangerous words in investing ( Ben Carlson)
Risking, fast & slow (Nick Maggiulli)
Ahead of the Curve (Morgan Housel)
Wu Wei investing (AM)
Afghanistan’s pivot to Crypto (Decrypt)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
Tata Consumer: Rich & Patient (AI)
Paushaak: Picture Abhi Baaki Hain (AI)
Poonawalla: Naya Daur (AI)
HDFC AMC: Losing market share (AI)
What an efficient Working Capital cycle looks like (AI)
Mahindra Life: 3x Aspiration (AI)
Reliance: Shopping Spree (AI)
10 Traits of 15+ Baggers (Brian Feroldi)
Why techies are leaving Indian IT majors (Fortune)
The curious case of vacant office spaces (FE)
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Weekend Mega Linkfest: 29 October, 2021
Some off beat reads for the weekend:
The rise of the Cryptocat (Open)
China tests India on the border every fortnight (Print)
Revenge of the Donald (Atlantic)
Why the Hazara people fear genocide in Afghanistan (Al Jazeera)
The coup in Sudan (David Kiwuwa)
Hezbollah’s regime without a State (Palladium)
Progressives are a gift to Islamism (Ayaan Hirsi Ali)
Pakistan women & the Sari (Fifty Two)
DDLJ: The worst movie ever made (Rupal K)
The apology of Waqar Younis (Dawn)
Thread: Mass exodus from Indian media houses (Anindita Ghose)
Genocides by Sufis (Nitin Gupta)
A history of killing sparrows ( Karen Yuan)
Emojis have different meanings in different countries (ROW)
The Starlet Spy (Truly Adventurous)
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