Source: Investor Presentation of Credit Access Grameen Ltd
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Author: Raoji
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Linkfest : 07 May, 2024
Some stuff I am reading today morning:
Israel launches strikes on Rafah ( CNBC )
BSNL to roll out 4G services across India (HT )
Household savings plunge to 5 year lows ( FE )
The 100 Day agenda of Modi 3.0 ( Fortune )
MF stake in listed cos at all time highs ( DH )
Boom Time for Breweries ( Rediff )
Concerns about SEBI regulations on market rumours ( Leap )
Gold is over valued now ( Market Watch )
The boom in Zero Day options ( Yahoo Finance )
How to find a partner like Charlie Munger ( Alchemy )
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DMart : Payment in a Week
Source : Investor Presentation of Avenue Supermarts Ltd
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Linkfest :06 May, 2024
Some stuff I am reading today morning:
Indian economy is doing well, but not many Indians are ( IF )
Whither India-China trade? ( FE )
Senior executives resign from Paytm ( BS )
Governance deficit at Linde India ( Money Life )
Interview with Taher Badshah ( Forbes )
On investing in startups ( DH )
Munger & how not to invest ( Morningstar)
Full recap of Berkshire Hathaway AGM ( CNBC )
Tempering FOMO through diversification ( FB )
The Biggest Investor in the world ( Net Interest )
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
Manyavar: Honeymoon is Over (AI)
Netweb: AI Impact (AI)
Adani Energy: Smart Meters (AI)
Slone: Double Role (AI)
JSW Infra: 2030 Mein 400 Par (AI)
KPIT: Automobelievers (AI)
Mega Trend: India eComm Retail (AI)
Godrej Prop: Guide & Achieve (AI)
Solar Bloodbath (PV)
How Five Eyes are opposing India (HT)