Mahindra & Mahindra Financial Services Ltd :
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Author: Raoji
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Linkfest: 26 July,2021
Some stuff I am reading today morning:
India @ 100 could be as rich as America & China ( Mukesh Ambani)
SC reject telcos plea on AGR recalculation (BS)
Rakesh Jhunjhunwala on Zomato valuation (Fortune)
Valuation : Zomato (Aswath Damodaran)
On REITS & InvITs ( V Balasubramaniam )
Ever Grande: The coming disaster ( Marc Rubinstein)
Why is China smashing its Tech industry ? ( Noahpinion )
How to build wealth (Warren Buffett)
Why passive investing is better than ever (Charles Ellis)
Reality Check (Anand Sridharan)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
Tanla: Above Rule of 40 (AI)
DMart: Frugal Beginnings (AI)
Thoughts on the Just Dial deal ( Bhavin Shah)
Stock Talk: IB Real Estate (Phoenix Capital)
Nifty in last 20 years ( Dhruvesh Sanghvi)
Watch out below (AI)
MRF: What steady growth looks like (AI)
Syngene’s winning formula (Fortune)
Jim Chanos on Value Traps (AI)
Unilever: High Inflation Ahead (AI)
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Weekend Mega Linkfest: 23 July, 2021
Some offbeat reads for the weekend:
The secret history of the Tata, Mistry, Wadia feud ( Coomi Kapoor)
Why the Dalai Lama deserves the Bharat Ratna (Tsewang Rigzin)
Afghanistan: Peace of the Graveyard (M J Akbar)
Why the Canadian Left is burning down churches (Unherd)
A famine in Madagascar (Al Jazeera)
Delivery apps are killing Singapore’s food stalls (RoW)
Whats it like to be a refugee in Britain (Guardian)
Israel in meltdown over Ben & Jerrys ice cream (RT)
How Israelis & Gazans got jailed in Bulgaria (TOI)
Tiki Girl (Amanda Lee Koe)
Thread: Bal Gangadhar Tilak (Ratnakar Sadasyula)
The third attack on Pearl Harbor (ButWhatFor)
The legend of Manasa Devi (Hindu Aesthetic)
The tragic story of India’s greatest spy (MC)
5 acts of kindness of Robin Williams (Goodable)
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