Source: Investor Presentation of Yash Pakka Ltd
Author: Raoji
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Linkfest: 22 August, 2022
Some stuff I am reading today morning:
FPIs turn positive on India (MC)
Europe is heading into a depression (Tuomas Malinen)
Can India outsmart Chinese handset players? (Forbes)
Adani Power surpasses NTPC in market cap (BS)
L&T to invest $2.5 Billion in green energy (FE)
How to do business analysis of Fertilizer Cos (Dr Vijay Malik)
Report: The Future of Copper (Oroco Resource)
Ethereum: The Merge (A VC)
How to tame regret (Humble $)
Thread: 8 reasons why the P/E ratio can be misleading (Brian Felodi)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
QSR: Quickly Shrinking Restaurants (AI)
Ganesh Benzo: Pipe is the Moat (AI)
Jain Irrigation: Kaha Gaye Woh Din (AI)
DCW: Forgetting the Competition (AI)
A tale of two generations (Anand Sridharan)
RJ is dead. Long live RJ (N Mahalakshmi)
Govt is all in on Bio Fuels (AI)
Indostar: Naya Daur (AI)
Textiles: China+1 (AI)
EV India: What an unpenetrated market looks like (AI)
Categories
Mega Linkfest: 19 August, 2022
Some off beat reads for the weekend:
Nitish Kumar: The Last Gambit (M J Akbar)
On the Bilkis Bano case (Vir Sanghvi)
On the New Mexico killings (Op India)
Thread: On Crowd Funding Platforms (Dr Prashant Mishra)
The Century of Climate Migration (Guardian)
Lebanon suffers from Stockholm Syndrome (Arab News)
Corruption in the Ukraine War (Gray Zone)
The real role of Chechens in Ukraine (Al Jazeera)
Rushdie & Bombay (TOI)
Ailing Empire Blues (Baffler)
Pyramid Scheme (Truly Adventurous)
Why I left Academia (Quillete)
Auto Review: Tata Nexon EV Max (Team BHP)
Fashion: Masaba Gupta (Mint)
Thread: 15 Powerful Visuals about Life (Wisdom)
