Hat Tip: Syed Akbaruddin
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IMF: India is the Fastest
Hat Tip: Syed Akbaruddin
Author: Raoji
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Kotak : CASA Champion
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Mumbai Local Investing Lesson
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Linkfest: 10 April, 2019
Some stuff I am reading today morning:
Vodafone Idea’s 25,000 Cr Rights issue opens today (FE)
Mukesh Ambani’s real estate plans (ET)
Why Ola turned down a $ 11 Billion deal with Softbank (BL)
22 Companies to watch out for (Morgan Stanley)
India is winning (Monika Halan)
The story of Astral Pipes (Forbes)
Company In Focus: Bharti Airtel (OB)
Four Observations (Seth Klarman)
How to use ‘Reverse Market Cap’ to generate excess returns (AM)
How Good Science can weed out Bad Managers (Institutional Investor)
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Pre IPO : Hero Fincorp
Hero Fincorp,belonging to the Hero Group, is one of India’s fastest growing NBFCs
Pedigreed PE investors like ChrysCap and Credit Suissee have invested in the Co.
It’s Financial Results can be downloaded from here
A very limited quantity of its shares are on offer for sale.
For those interested,please email me at Alpha Ideas