Author: Raoji

Categories
Links

Linkfest: 21 August, 2023

Some stuff I am reading today morning:

Jan Dhan accounts cross 50 Crore mark (Fortune)

Titan acquisition values CaratLane at 17,000 Cr (MC)

National e-Commerce policy in final stages (FE)

Sunny Deol’s property to get auctioned (BW)

Impact of record ocean temperatures (CNBC)

Interview with Vetri Subramaniam (Morningstar)

Interview with Mohnish Pabrai (Meb Faber)

In search of risk free investments (Aswath Damodaran)

What makes a Value Investor (Seth Klarman)

15 of of my favorite Charlie Munger thoughts (Warren Buffett)

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TopClicks

Top Clicks on Alpha Ideas this Week

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

Tarachand: Bolo Tara Ra Ra (AI)

SJVN: Poore 50,000 (AI)

Chart: India Growth Opportunities (AI)

9 biggest mistakes high income millenials make (Thomas Kopelman)

A few stories about big decisions (Morgan Housel)

A sting operation on Fin-Influencers (Money Life)

Mega Trend: India Waste (AI)

Rice & Fall: Lost Objectives (BI)

Domestic Tourism: India Vs China (AI)

How London is turning into playground for Indian restauranteurs (Forbes)

Categories
Links

Weekend Mega Linkfest: 18 August, 2023

Some off beat reads for the weekend:

Lukashenko on the future of Ukraine (RT)

A Wartime Dispatch from Poland (American Conservative)

India-China tensions on the global stage (ORF)

Pakistan Zindabad to Pakistan Se Zinda Bhag (Dawn)

Pakistan’s uneasiness with Afghanistan (Tribune)

Transnational Crime along the Mekong (Crisis)

The Eurocentric Fallacy (Guardian)

Israel’s land & rail proposal to the Persian Gulf (Cradle)

Biden’s bad Iran deal (TOI)

Muslim victimhood is an unassailable condition (First Post)

The Psychology of Meditation (Naval)

Manipur: The wages of Hate (Open)

Drive: Germany, Austria & Switzerland (Team BHP)

Germany’s Spaghetti Ice Cream (Smithsonian)

Thread: Different kinds of Lakshmi (Zionverse)

Categories
Infrastructure InvestorPresentations

Tarachand: Bolo Tara Ra Ra

Source: Investor Presentation of Tarachand Infralogistic Solutions Ltd

Categories
InvestorPresentations PaintStocks

Shalimar: Growth Wala EBITDA

Hat Tip: NM

Source: Investor Presentation of Shalimar Paints Ltd