Exchange Filings

NIACL: Ghar Wapsi

Like Air India, NIACL should be sold back to the Tatas before it loses more market share

Source: Exchange Filings of New India Assurance Company Ltd

Exchange Filings

Paytm: Growth at Population Scale

Source: Exchange Filings of One 97 Communications Ltd


Linkfest: 05 June, 2023

Some stuff I am reading today morning:

Enhanced Surveillance Measures for micro cap cos (MC)

RBI likely to pause on June 8 (Rediff)

Tatas to build 13,000 Cr Lithium Ion Battery factory (Fortune)

Russian oil is now 42% of India’s total oil imports (FE)

Why Info Edge lost faith in Bijnis (Forbes)

Fractional Ownership in Real Estate (Bala)

Stock Talk: Redington India (Unfair Advantage)

Wise words from Sam Zell (Novel Investor)

Its time to disentangle from China (Yale Insights)

Carl Icahn: The hunter becomes the hunted (SMH)


Top Clicks on Alpha Ideas this Week

Here are the most clicked items on Alpha Ideas this week:

India to become post paid economy (Nandan Nilekani)

Welspun Corp: Dare to committ (AI)

Mutual Funds buy the dip in IT stocks (Rediff)

Rattan India: Try everything (AI)

Eureka Forbes: Purification Progress (AI)

Krsnaa: Godsend to patients (AI)

ECB warns of a sharp selloff (CNBC)

Feels like a recession (AI)

Trends in media & entertainment (The Market)

Thread: Acidity (Shreya Shah)


Weekend Mega Linkfest: 02 June, 2023

Some off beat reads for the weekend:

Iran Vs Taliban (Cradle)

How China vexes the West (American Affairs)

Pakistan’s Macro Economic Catastrophe (ORF)

An Indian Muslim watches the unraveling of Pakistan (Print)

Rishi Sunak’s Seance (American Conservative)

Lee Kuan Yew was wrong (Engelsberg)

Henry Kissinger is a disgusting war criminal (Jacobin)

How did Congress win Karnataka (One India)

The Rahul Yadav Deja Vu (Inc 42)

How the modern corporation was invented in England (Declassified UK)

How a Jain became a preacher of Islam (Organiser)

The real Kerala story (Open)

Thread: The secular myths of the Christian West (Cogito)

Between Solitude and Loneliness (New Yorker)

Thread: Acidity (Shreya Shah)