Source: Investor Presentation of Minda Corporation Ltd
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Author: Raoji
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Linkfest: 23 May, 2022
Some stuff I am reading today morning:
Thread: GOI introduces anti-inflation measures (Nirmala Sitharaman)
Adani’s biggest bet (BI)
Thread: Visaka Insider Selling (Sanjay Kumar Elangovan)
What is ailing textile hub Tiruppur (BT)
Axis MF sacks second fund manager (Rediff)
Crypto Crash: A Wake-Up Call (Forbes)
How this ends (A VC)
Trying too hard (Morgan Housel)
The Year of Breakdown (Daily Reckoning)
Inflation: Disparate Effects on Company Values (Aswath Damodaran)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
Urja Global: Stranger than Fiction (AI)
Chemical Stocks: High P/E Savdhaan (AI)
India’s best Financiers (Fortune)
Man Industries: Silent Violation (AI)
HDFC Bank: ESOPs Sahi Hain (AI)
Bank of Baroda: 10,000 Cr PBT (AI)
Dredging: Retirement Home (AI)
TaMo: Only EV PV game in town (AI)
Pakistan facing bankruptcy (ATimes)
How Freshworks is fighting the brutal tech meltdown (Forbes)
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Weekend Mega Linkfest: 20 May, 2022
Some off beat reads for the weekend:
A 2047 Template (Bibek Debroy)
Rahul Gandhi must go (Vir Sanghvi)
The clash of Asia’s Titans (Brahma Chellaney)
The US State Department will prevent the peace (David Sacks)
Sweden & Finland in NATO (Doug Bandow)
The El Salvador Diaries (Belen Fernandez)
George Bush’s Iraq Slip (Bradley Blankenship)
Pakistan Exchange Rate Bluff (Riaz Riazuddin)
Nakba: When independence is catastrophe (Haviva Ner-David)
Why Black British lives don’t matter (Tomiwa Owolade)
Why our nuclear fears faded (Guardian)
Don’t be afraid of life (Ruskin Bond)
Why India’s Thomas Cup win is a big deal (Mohammad Bilal)
Resistance (Sayantan Datta)
Thread: 21 Powerful Pictures (Thinking Deep)
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A Tale of 2 CFO resignations
Hat Tip: RP
Interesting to see that 2 CFOs belonging to companies of the same Chiripal Group have resigned
CFO # 1: Nandan Denim Ltd
CFO # 2: Vishal Fabrics Ltd
