Categories
InvestorPresentations

IndiGrid: Superior Risk Adjusted Returns

Source: Q1 FY22 Investor Presentation of IndiGrid

Categories
Links

Linkfest : 02 August, 2021

Some stuff I am reading today morning:

e-Rupi to be launched today (MC)

RBI likely to maintain status quo on rates (Rediff)

Petrol demand at pre Covid level (FE)

Adani group to enter petrochemicals business (BT)

Investing Dilemma (Ankush Agarwal)

How do you stake Cryptocurrencies? (Decrypt)

Is China that weird? (Farrer Wealth)

Blackstone’s moment ( Marc Rubinstein)

Extracting Value Vs Creating Value (Mr Stingy)

Memo: Thinking about macro (Howard Marks)

Categories
TopClicks

Top Clicks on Alpha Ideas this Week

Here are the most clicked items on Alpha Ideas this week:

A Master Class on the Pre IPO Market (AI)

Glenmark Life: Missing MFs (AI)

A tale of two Mahindras (AI)

Rakesh Jhunjhunwala on Zomato valuations (Fortune)

Voda Idea: What desperation looks like (AI)

Is Dainik Bhaskar clean? (Hawk Eye)

Indigo in a Do or Die situation (BT)

Why is China smashing its tech industry (Noah Smith)

India Diagnostics: Competition Landscape (AI)

Reality Check (Anand Sridharan)

Categories
Links

Weekend Mega Linkfest: 30 July, 2021

Some off beat reads for the weekend:

The biggest untold story about the Olympics (Gaurav Sabnis)

Why Angela Merkel has lasted so long (Spiked)

Violence may return to N Ireland (RT)

The Hundred Years War of Arab propaganda (TOI)

The Gaza ceasefire is shaky (Al Jazeera)

Mandela’s dream for South Africa in ruins (New Yorker)

The return of South Africa’s militias (Unherd)

When Denmark criminalised kindness (Granta)

The redundancy of Farmer’s agitation (Open)

Chasing Off-Kilter Friendships in Tokyo (Nat Geo)

The British shipwreck that changed the world (BBC)

Lankeshwari: The Odia Goddess from Lanka (LHI)

Sivapada in Cambodia (Hindu Aesthetic)

Murder in Whip City (Truly Adventurous)

Remembering Jagdish Raaj (Ajay Mankotia)

Categories
Diagnostics

India Diagnostics : Competition Landscape

Source : RHP of Krsnaa Diagnostics Ltd