Thread by @MultipieSocial

It's a new week and a pleasant rainy morning here in Mumbai!
Grab some tea/ coffee as we share some snippets and readings from the week gone by that we found interesting.
#MultipieWeekly
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1. Interesting slide from CRISIL that depicts the trend of raw material cost inflation across industries and their ability to pass on the cost to end user (pricing power).

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2. General and health insurance companies are seeing a major spike in Insurance claims as a result of larger than anticipated second wave.
Source: Business Standard

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3. Copper is being hailed as the new Oil as the world prepares to shift to a greener economy. We found this explainer helpful on this huge global trend.

Bonus: List of Top 18 copper companies in India (alphabetically) - not an investment advice.

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4. Truck rentals have fallen another 5-7% in first half of May, indicating cues of a fresh slowdown to the ailing economy. However, not all is gloomy as power consumption grew 19% in the same period!

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5. Interesting viewpoint on Cryptocurrency in a recent note by Sundaram MF. They seem less critical of Bitcoin's prospects as "Digital gold" compared to government machinery.

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6. Latest data on brokerages by Spark Capital that captures market share trends (cumulative and incremental) across discount brokerages, bank based brokerages and traditional brokers.

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7. AMC industry:

Favorable commentary on the outlook of Asset Management business by UTI AMC management at Centrum Capital's Small and Midcap conference.
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8. Company specific:

Optimistic outlook on #AegisLogistics by Edelweiss, expecting 32% PAT CAGR over next 3 years.
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9. Select smallcap result highlights:
👗AYM Syntex
🐑DCM Nouvelle
🌱Jayant Agro-Organics
🕵️Quick Heal Technologies

Note: Not investment advice
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10. Some good reading/ talk links:

A. Q&A session from Stan Druckenmiller on current state of markets, finding more short opportunities, SPACs and what’s wrong with them, cryptocurrency, etc.
vimeo.com/548917378

11. Conversation with Manish Chokhani (ENAM), moderated by Navneet Munot (HDFC AMC). This talk is strewn with learning nuggets. Recommended!

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That's it for now folks.

If you are looking for more reading links, Please check #MultipieWeekly from last week:

https://twitter.com/MultipieSocial/status/1391592538205691910?s=20

@threadreaderapp unroll please.