Categories
Defence

The Problem with Defence Stocks

Source: CRISIL Ratings of Data Patterns Ltd

Categories
InvestorPresentations

IndusInd: Digital Ind

Source: Investor Presentation of IndusInd Bank Ltd

Categories
Links

Linkfest: 25 April, 2023

Some stuff I am reading today morning:

A $3 Trillion threat to global markets looms in Japan (Japan Times)

IPO: Mankind Pharma (BW)

Phone Pe to launch an app store (BS)

IT Dept readying norms for angel investing (FE)

Excessive tourism in Goa (Fortune)

European cos are shifting their R&D out of China (The Market)

FY23 Annual Letter to shareholders (Vallum Capital)

The age of Average (Alex Murrell)

On stock market cycles (Darius Foroux)

De-Dollarization and global trade (Daily Reckoning)

Categories
Links

Linkfest: 24 April, 2023

Some stuff I am reading today morning:

RBI’s uneasy pause (Forbes)

Gold’s enduring allure (FE)

Chile to nationalize it’s lithium industry (Reuters)

MG Motors to invest 800 Cr for Comet EV (MC)

A rant on Investor Letters (Kiran D)

How to unlock your financial creativity (Tony Isola)

More lessons from the Do Nothing Portfolio (Morningstar)

What does generational wealth mean to you? (RetireBy40)

The Search Tax (Seth Godin)

Q1 2023 Letter to Investors (Miller Value)

Categories
TopClicks

Top Clicks on Alpha Ideas this Week

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

How to pick the right Nominee (AI)

The Jio Effect (AI)

Insurers as an inflation play (AI)

Misplaced exuberance drive Indian stocks (Forbes)

Indians will be 2x Chinese (AI)

The world’s about to change ‘Big Time’ (Daily Reckoning)

On ultra luxury homes in India (Forbes)

Fraud & mismanagement at Cafe Coffee Day (Money Life)

Mega Trend: Indian non-Life Insurance market (AI)

The ultimate level of wealth (Common Sense)