Categories
Links

Linkfest: 03 March, 2021

Some stuff I am reading today morning:

IRCON OFS opens today (FE)

Spectrum auction fetches Govt 78,000 Cr (BS)

Haryana to reserve 75% of private sector jobs for locals ( TOI)

Unions oppose PSB privatisation (Money Life)

Interview with Sunil D’Souza (Tata Consumer)

Paul Singer warns of trouble ahead (Bloomberg)

Netflix and its battle for India (Fortune)

The difference between gambling & investing (Mr Stingy)

Why Toppr had to sell to Byju’s (MC)

Citi never sleeps (Marc Rubinstein)

Categories
AlphaIdeas

Alpha Ideas Crosses 40 Million Page Views

Alpha Ideas has crossed 40 Million Page Views.

Thank you, dear reader, for your continued patronage of this very simple blog.

Any suggestions to improve the blog is most appreciated and welcome.

Categories
InvestorPresentations

India is becoming a Diamond

Source: Investor Presentation of Hindustan Unilever Ltd

Categories
Links

Linkfest: 02 March, 2021

Some stuff I am reading today morning:

BPCL to sell Numaligarh refinery for Rs.9,876 Cr (Rediff)

What is Bharti Airtel upto? (Capital Mind)

Maruti Suzuki’s India plans (Fortune)

Balaji Amines: A big fish in a small pond (Financial Monk)

Thread on AU Small Finance Bank (Benaam Niveshak)

Startup: Udaan (Mint)

The Full Collection of Nomad Investment Partnership Letters (IGY)

Yen Liow: Evolution of a Public Market Investor (Off Piste)

Warren Buffett’s Big Investing mistake (BVI)

Bitcoin and Buying Things (Ranjan Roy)

Categories
Anecdotes

Dont sell 7 Baggers