Source : Investor Presentation of Adani Enterprises Ltd
Author: Raoji
Categories
Linkfest: 25 March, 2021
Some stuff I am reading today morning:
Fitch upgrades India’s GDP growth to 12.8% (BS)
Disruption in India Credit Card business (Madhusudanan)
MFs net sellers in Indian Equities (Rediff)
Thread on IEX (Vishnu Kapadia)
Burger King’s big bite (Fortune)
Going ‘super’ in emerging markets (Next Billion)
Cathie Wood & Content Strategy ( Ranjan Roy)
The Restricted Actions Section (Waiters Pad)
Is a Tweet the next Mona Lisa? (Bloomberg)
Resilience (A VC)
Source: Q3 FY21 Earnings Call Transcript
Interesting to see the CEO comparing the co to my fav cricketing idol
I believe Rahul Dravid can be a good role model for investors also. Focus on slow and steady progress of the portfolio instead of a hit out/get out mentality of betting only on a few potential multibaggers.
Categories
Linkfest: 24 March, 2021
Some stuff I am reading today morning:
SC lifts NPA standstill (BS)
Govt cancels last bond auction (Rediff)
Tempted to invest in US stocks directly? (Babu)
Hero Electric’s EV plans (Fortune)
Nandan Nilekani on cryptos (Forbes)
Netflix: Focus & Execution (Blind Squirrel)
The story of Discord (Ankith Harathi)
Bitcoin as Battery (Nick Grossman)
The agony & ecstasy of stock picking ( Irrelevant Investor)
An obscure downside of frugality: hobbies (RetireBy40)
Categories
Alchemy: 40% Barbequed
Source: DRHP Filings of Barbeque Nation
In March 2018, Alchemy bought 5.75 L shares of Barbeque Nation @ 832 Rs/share
Interesting to see them fully exit three years later @ 500 Rs/share, a discount of 40% to their buy price.
Terrific vote of confidence !
Update: It has been brought to my attention that in red herring prospectus, Alchemy India is no longer a selling shareholder.