Amusing to see that Godrej Properties can borrow at a lower rate than a Bank.
Source: Investor Presentation of Godrej Properties
Source: Jana Small Finance Bank
Author: Raoji
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Touchwood Entertainment: Mehfil-E-AGM
Amusing to see the pics of the AGM of Touchwood Entertainment Ltd
Source: WhatsApp Forward
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A 2 Minute Stock Filter
Michael Steinhardt used to listen to stock pitches in a crisp format which took 2 mins:
(a) Why is your view on an opportunity different from the market?
(b) Why will the value gap close?
He called it variant perception. Everything else is back-up. Try it! It’s an amazing filter— Gordon DSouza (@gordonmax) August 5, 2018
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Linkfest: 06 August, 2018
Some stuff I am reading today morning:
HDFC AMC listing today (ET)
IPO Review: CreditAccess Grameen (IPO Central)
What exactly is happening at Jet Airways (ET)
Tyre Companies bet big on domestic demand (Mint)
India becomes steel dumping ground (FE)
Stock Talk: Nath Bio-Genes (RJ)
Stock Talk: TPL Plastech (Dolly)
Top 5 Best Liquid Mutual Funds (Basu Nivesh)
What is the KPIT Birlasoft (de)merger about? (Calm Investor)
Vote against ICRA’s ESOP scheme (IIAS)
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Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas this week:
Some thoughts on Alpha Ideas 20-20 Meet (AI)
Arvind Ltd: Mind Boggling Possibilities (AI)
Shame on MCX (AI)
Kitex Garments: Confirmation Bias at work (AI)
Indigo: Cash is 28% of Market Cap (AI)
Jagran Prakashan: Non-Cooperative Competition (AI)
Balaji Telefilms: Reliance Kithe Hain? (AI)
Godrej’s Value Creation Track Record (AI)
My Presentation at the Alpha Ideas 20-20 Meet (Dhruvesh Sanghvi)
150 of the best investing blogs on the planet (AM)