Source: RHP of Nupur Recyclers Ltd
Amusing to see that a co has invested less than 10L in its own fixed assets and around 10 Cr in a listed entity
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Nupur Recyclers: Capital Allocation Champion
Author: Raoji
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Linkfest: 13 December, 2021
Some stuff I am reading today morning:
Reliance to acquire Sintex (BT)
Learnings from a crowded IPO year (Forbes)
Nomura’s outlook for India in 2022 (BS)
Embassy Office Parks REIT- An underdog? ( Cellestial Wealth)
Gati Ltd looking to become a 3000 Cr co (FE)
Types of fund managers based on personal experiences (Vikash Mantri)
Does the market efficiently value brands? (Larry Swedroe)
Managing across the Corporate Life Cycle (Aswath Damodaran)
False Certainty & Pursuit of truth (Macro Ops)
An investing superpower (TRB)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
Redington: Covid Winner (AI)
Anil Goel’s return expectations (AI)
India Retail Explained (AI)
Indian mutual funds are ripping off investors (RMV)
Fintech is a scam (Marker)
Unit Economics of Online Pharmacies (AI)
The Godrej split (Fortune)
Crypto: Fake Numbers (AI)
Most Expensive (AI)
Classic mistake investors make (Safal Niveshak)
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Weekend Mega Linkfest: 10 December,2021
Some off beat reads for the weekend:
Obituary: General Bipin Rawat (PSU Watch)
Why Tibet is still crucial to India-China relations ( Mint )
Singapore is turning into a surveillance state nightmare (ROW)
Yemen war intensifies (RT)
The great Islamphobic con (Spiked)
The Second Death of Jiao Yulu (Palladium)
A surreal encounter with Yasser Arafat (Dan Perry)
The Butcher of Havana (Atavist)
The Indian Army: Story of Integration (LHI)
Half a Billion of Bitcoin lost in the dump (New Yorker)
Future Buses: Hydrogen or Electric? (Wired)
Blood, Sweat, Turmeric (Shilpi Suneja)
Drive: Meghalaya (Team BHP)
Hiking: Japan’s 1000km hiking trail (BBC Travel)
A dog’s life in Gurgaon (Nehmat Kaur)
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Not much risk
