Categories
Links

Linkfest: 25 August, 2022

Some stuff I am reading today morning:

Thread: The Ambani connection to Adani’s NDTV takeover (BTS)

Singtel to sell around 13,000 Cr of Bharti Airtel (BSE)

IDBI Bank up for sale (MC)

Vistara is now India’s second largest airline (Forbes)

A customer’s Rs 287 order cost Zomato Rs.10,000 (BT)

Huawei Founder Ren Zhengfei’s dire warning (Pekingnology)

Timing an index fund (Tankrich)

Trend-following Vs Momentum (Mr Zepczynski)

On Retirement (Blair Belle Curve)

Big Beliefs (Morgan Housel)

Categories
Annual Reports Steel

GPIL: Self Attested Contrarian

Source: FY22 Annual Report of Godawari Power & Ispat Ltd

Categories
Annual Reports Hotels

Lemon Tree: Aurika Moment

Source: FY22 Annual Report of Lemon Tree Hotels Ltd

Categories
Links

Linkfest: 24 August, 2022

Some stuff I am reading today morning:

Adani makes hostile offer for NDTV (BSE)

Adani Group is ‘deeply overleveraged’ (BS)

Thread: Adani Group (Nooresh Merani)

IT notice to Anil Ambani for Swiss bank accounts (Rediff)

Selloff in IT stocks continue (FE)

Startup: Fire-Boltt (Forbes)

Iran & Russia to create a global gas cartel (Oil Price)

Winter is Coming (Daily Reckoning)

The story of the coup at Uber (Emil Michael)

Interview with Bill Browder (Big Picture)

Categories
Plug

Alpha Ideas SME Stars Meet

We are thinking of hosting a SME Stars Meet in Mumbai tentatively on the second or fourth Saturday in Oct 2022.

The Meet will host around 10 Companies listed on or originated from the SME Exchanges .

Will go ahead only if we get a decent response.

For those interested,please email me at Alpha Ideas