What all do I read to keep myself informed about new opportunities and to keep updating myself with the new happenings in the world?
Time for a thread about all tools I use to research,Find information and update myself about different subjects
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Blog Subscriptions I am subscribed to for investing:
1. @borrowed_ideas
2. Non-Gaap Substack
3. The Flywheel substack
4. Read The Generalist
5. Kiran D- has a blog on word press
6. Uncommon Profits
7. Used to read stalwart but they reduced the posting
8. @rohitchauhan
9. @IntelsenseI
10. @SeekingAlpha
11. @themotleyfool
12. Betaoalpha Substack by @mehrotra_saket
13. @MarcellusInvest
14. @PerfectResearch
Others that I like to read
1. @TheKenWeb
2. @EconomicTimes Prime. Recently they have improved
3. @TheEconomist
4. @forbes_india
Sectoral experts/Analysts that I follow:
For Pharma- @AdityaKhemka5 , @unseenvalue & @punitbansal14 + Contract Pharma for cdmo
For Banking- @HemindraHazari , Digant Haria and Ashish Gupta from Credit Suisse (he's terrific)
For chemicals- Rohit Nagraj from Emkay Global
and chemical weekly+Chemical reports monthly from B&K securities
Broker reports that I like to read whenever I can:
1. Spark capital-hands down the best reports in the country.
2. Ambit- publish some good stuff. But rarely available
3. JM Financial- exceptional reports.