Source: Annual Report 2016-17 of Yash Papers
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Author: Raoji
Interesting to see smaller companies also get into the Defence arena
Source: Annual Report 2016-17 Technocraft Industries
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Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas this week:
JHS Svendgraad: Information is money (AI)
Upto 33,000% returns in 10 years (ET)
NESCO Ltd: It’s lovely to be a Mumbai land owner (AI)
Top MF Buys & Sells in Sept 2017 (AI)
AIFs: Party to Abhi Shuru Hui Hain (AI)
Notes from Morningstar Investment Conference (Subramoney)
Reliance Capital Investors note Anilbhai is no Arjun (AI)
Stop wasting time (Microcap Club)
Roller Coaster (Amit)
PE Firms short circuit IEX IPO (AI)
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Weekend Mega Linkfest: October 13,2017
Some off beat reads for the weekend:
The inhuman treatment of Mumbai commuters (Counter Current)
Did Britain educate India? (Open)
Asia’s water wars (ATimes)
The Prophet of Germany’s new Right (NYTimes)
Why India needs a Balochistan policy (Swarajya)
Why Rohingya will never be welcome in Myanmar (SCMP)
Pakistan: Coup Talk (Dawn)
The world’s first terrorists (Independent)
Road Trip: The Meghalaya Sojourn (TeamBHP)
The alternative Kishore Kumar playlist (Scroll)
This Londoner started a 4.4 Cr Vada Pav Business (YS)
Go anywhere on Earth in 60 minutes (Futurism)
Blany D’Souza – Mangalore’s Urban Gardener (BI)
The true story of the Death of Stalin (Smithsonian)
Book Review: Survival of the Prettiest (NYTimes)
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AIFs: Abhi to Party Shuru Hui Hai
Source: DRHP of Reliance Nippon Asset Management Ltd
