13 March, 2023 – Alpha Concepts


Some stuff I’m studying nowadays morning:

US problems observation to offer protection to all depositors (US Treasury)

FED to offer further investment to Banks (FRB)

Adani absolutely prepays promoter loans (Adani)

The death of Silicon Valley Financial institution (Internet Passion)

Thread: Jan shorting thesis on SVB (Raging Capital)

Thread: At the Wadia Crew (The Kaipullai)

Interview with Peter Perkins (The Marketplace)

March Insanity (Anand Sridharan)

Adjusted metrics is an egregious fraud (Jim Chanos)

The forgotten lesson from Ben Graham’s lifestyles (Neckar)



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