Categories
Links

Linkfest: 22 June, 2021

Some stuff I am reading today morning:

India administers 80.96L Covid vaccines in one day (BT)

Govt notifies 18,100 Cr PLI scheme for ACC batteries (MC)

CBI, IOB short listed for divestment (CNBC)

SEBI’s uncovering of the FT liquidity crisis ( MF Critic)

China Central Bank calls for broader Crypto crackdown (Decrypt)

Startup: FamPay (Forbes)

The booming Chinese mobile gaming industry ( China Tech)

Money without borders (Marc Rubinstein)

Interview with John Harris, Sequoia Fund ( Join Colossus)

Analog Summer (A VC)

Categories
MegaTrends

Mega Trend: India’s Gas Revolution

Source: Annual Report FY21 of Adani Total Gas Ltd

Categories
Sector

What Sector Consolidation looks like

Source : Spark Capital Research
Categories
Links

Linkfest: 21 June, 2021

Some stuff I am reading today morning:

SEBI halts Carlyle-PNB Housing Deal (BT)

PMC Bank depositors plan to move High Court (MC)

Centre: Can’t pay 4L ExGratia to kin of Covid victims (CNBC)

The dark world of IL&FS unmasked (Newsroom Post)

All eyes on Reliance AGM (BS)

Stock Analysis: Jamna Auto (Dr Vijay Malik)

What we found interesting in Q4FY21 Concall transcripts (DSP)

How crypto Titan fell from $64 to $0 overnight (Jon Wu)

What happened to GE? (Bill Gates)

Samsung is in a critical transition (Asian Century Stocks)

Categories
TopClicks

Top Clicks on Alpha Ideas This Week

Here are the most clicked items on Alpha Ideas this week:

What a Bull Market looks like (AI)

Adani: Ghabrana Nahi Hai (AI)

Fully Priced (AI)

The story of ITC (Manu Rishi Guptha)

Stock Talk: Rajshree Polypack (Value Pickr)

Big Change is Coming (AI)

We are like this only (AI)

Nifty 50 Sector Weights (AI)

Presentation: Equity Markets & Real Economy ( Kuntal Shah)

Zerodha Founder Nikhil Kamath cheats against Vishy Anand (Chess24)