Source : Investor Presentation of Avenue Supermarts Ltd
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DMart : Payment in a Week
Author: Raoji
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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)
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Weekend Mega Linkfest: 03 May, 2024
Some off beat reads for the weekend:
How Five Eyes are opposing India (HT)
The Battle for Baramati (Open)
The real reason behind the Gaza Protests (Naftali Bennett)
1989 moment for the Middle East (Arab News)
The US student Intifada (Cradle)
China and Russia (Engelsberg)
China’s Military revamp & Indian priorities (ORF)
Water Wars in Cameroon (Crisis)
Thread: BBC’s anti-Hindu anti-India campaign (Story Teller)
Why the Taliban love Social Media (Walrus)
Islam’s sexual enslavement of White Women (Front Page)
Why smart people hold stupid beliefs (Gurwinder)
A trip around Vietnam in 8 coffees (Dawn)
Travelogue: Mussoorie (Team BHP)
Thread: How Sam Manekshaw prevented reservations in Armed Forces (STAVKA)
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