Source: Investor Presentation of Mahindra Holidays & Resorts India Ltd
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Author: Raoji
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ADF Foods: Naansense
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Linkfest: 01 August, 2022
Some stuff I am reading today morning:
No ITR deadline extension (BS)
RBI to hike rates by 25-35 bps (MC)
Parle Products tops most FMCG categories (Rediff)
Prashant Jain: The legacy (Fortune)
Is Crypto Ban possible in India? (BW)
Lessons from investing in my son’s future for last 12 years (Free Fincal)
The fundamental problem for every investment adviser (Klement)
Staying rich (Humble $)
China issuing ‘red lines’ statements about China (ZH)
German cities begin turning off lights to save energy (Oil Price)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
Equitas: Revenge of the Low Level Employee (AI)
How to assess any business in 10 seconds (Mohnish Pabrai)
Thread: Don’t take holiday membership (Dr Prashant Mishra)
Inflation, What Inflation? (AI)
Sharda Cropchem : Currency Casualty (AI)
How to build a Concentrated Portfolio (AI)
Gokex: Heads Now, Tails Later (AI)
Adani: Total Partnership (AI)
Are kids worth the cost? (RootOfAll)
Economic woes mount in Bangladesh (BT)
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Weekend Mega Linkfest: 29 July, 2022
Some off beat reads for the weekend:
President Xi Jinping warns President Biden on Taiwan (FMPRC)
A Son’s Pilgrimage for a Warrior Father (Archana Masih)
Thread: St. Xaviers and the Hindus (Savitri Mumukshu)
Britain’s Rishi Test (Minhaz Merchant)
The possible US attack on Iran (American Conservative)
Lipstick & the Jews (TOI)
Beirut, fragmented (Al Jazeera)
Peter Thiel ain’t no genius, just a rich guy (Jacobin)
Ukraine on my blood & mind (Owen Matthews)
Dupes & Duplicity (Damn Interesting)
The violent struggle between property & people (Indi Samarajiva)
Whiskey Trail in Ireland (Joanna Lobo)
Thread: Pune Food Trail (Junisha Dama)
Travelogue: Zanzibar (Team BHP)
Thread: Don’t take holiday membership (Dr Prashant Mishra)