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
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.
Youtube Channels that I follow: Have to be careful here, mostly it is noise or shallow backed knowledge
1. PPFAS- synonymous for integrity
2.Recently started watching from
@suru27 3. CFA Society channel India and Flame University's channel
4. Podcasts by
@safalniveshak
5. PMS Aif world
6. Must watch- Neeraj Shah on BQ Quint
7. Aif &PMS experts
Some of the fund managers I respect the most:
1.
@SamitVartak I try to read and watch everything posted by them.
2.@virajmehta16 - all the letters, interviews and presentations
3. ASK by Bharat shah
4.
@rohitchauhan from RC Capital
5.
@a_basumallick sheer brilliance due to multiple styles
6.
@jitenkparmar Blogs for worldly wisdom and gyaan
1.
@farnamstreet 2.
@morganhousel 3.
@Sanjay__Bakshi 4.
@TheAncientSage 5.
@jordanbpeterson 6. YT Channel of Capt. Sinbad
7. Every useful thread on Valuepickr. Might have read more than 48k posts.
8. Follow
@nrmangal and Kimi Krishanraj (diffsoft on VP) for forensics.
That is it folks- these have been reading/watching habits for sometime now.
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