Source: Investor Presentation of Metro Brands Ltd
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Author: Raoji
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India – The Out Performer
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Linkfest: 17 January, 2022
Some stuff I am reading today morning:
Paytm Canada to shut down (Fortune)
Vodafone Idea: Running to stand still (Forbes)
Stock Analysis: Deepak Nitrite (Dr Vijay Malik)
Don’t let FOMO affect you (Neeraj Marathe)
Macro Overview 2022 (Platinum)
Road to retirement (Humble $)
The Fintech Crash (Howard Lindzon)
Return Free Risk (Hussman Funds)
What a world (Morgan Housel)
Selling Out (Howard Marks)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
Deepak Fertilizers: Mark these dates (AI)
Good is cyclical (AI)
TTK: Why brands exist (AI)
Gokex: 2700 Cr by FY25 (AI)
Deep Dive: HDFC Bank (Value Punks)
Chemical Exports: India Vs China (AI)
India Pesticides: Bug Free Growth (AI)
Inside Jeff Bezos real estate portfolio (Architectural Digest)
How to live a rich life (Ramit Sethi)
On the Edge (AI)
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Weekend Mega Linkfest: 14 January, 2022
Some off beat reads for the weekend:
Djokovic’s strange Australian odyssey (New Yorker)
How UK Universities have become sheep factories (Arif Ahmed)
China is watching Ukraine with interest (Atlantic)
How Russia is dividing Germany (Tarik Cyril Amar)
The challenges of operating a Airbnb in Cuba (ROW)
My Palestinian friend was killed by Israeli police (Guardian)
A reckless Israeli film crew in Nigeria (TOI)
The Con artist who sold investors a fake country (Hustle)
Drive: Rann of Kutch (Team BHP)
Dwarka: India’s submerged ancient city (BBC Travel)
The end of Karachi’s Empress market (Guernica)
How the Elgin marbles ended up in England (Smithsonian)
Kolkata’s Pice hotels (LHI)
Mohammed Sanaullah: The Foreigner (Fifty Two)
Neil Nongkynrih: India’s Piano legend (Madras Courier)