Source: Investor Presentation of Saregama India Ltd
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Author: Raoji
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Revenge of the Native
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Linkfest: 11 October, 2021
Some stuff I am reading today morning:
Reliance to buy 40% stake in SW Solar (BS)
What Tatas must do to make Air India fly again (Jitendra Bhargava)
Govt scrambles to avoid power crisis (Rediff)
Q2 FY22 Letter to Investors (Solidarity)
Why we need to find the best stocks in a bear market (Stallion)
Stock Analysis: Asian Energy Services Ltd (Dr Vijay Malik)
Not ideal, but backable promoters (Anand Sridharan)
Study: Amazon’s Cash Flow Statement (Morgan Stanley)
Avoiding China’s ‘fat geese’ businessmen (Aikya)
Learning about risk from Poker ( CFA Institute)
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Blog Break !
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
Isec : Transformation to marketplace ( AI )
GSFC : Clean & Green ( AI )
Multiplex : No 1 Barrier to Entry ( AI )
Chart : SaaS > IT Services ( AI )
India : Price to Sales ( AI )
Tailwinds for Organized Developers ( AI )
Put these charts on your wall – 2021 edition ( CA )
Only 2 things matter ( Kiran D )
Wealth without Work ( DR )
Four specialty chemical stocks to buy ( FE )