Categories
FMCG MegaTrends

Mega Trend: India FMCG

Source: Investor Presentation of ITC Ltd

Categories
Links

Linkfest: 24 September, 2020

Some stuff I am reading today morning:

Parliament passes Labour Laws (FE)

A new era for the Tata Group (IIAS)

Swiggy turns to hyper local (Mint)

Stock Talk: Manorama Industries (Forbes)

How you can jeopardize your wealth creation (Mahesh Mirpuri)

Interview with Alphabet CFO Ruth Porat (Davin Rubenstein)

A few rules (Morgan Housel)

How much lifestyle creep is OK? (Nick Maggiulli)

Why does everyone hate tail risk hedgers? (Institutional Investor)

A sceptical look at ESG (Aswath Damodaran)

Categories
AlphaIdeas

Alpha Ideas Online Meet

We have been conducting Investor Meets like the Alpha Ideas 20-20 Meet & the Alpha Ideas SME Stars Meet.

Because of the pandemic, we were not able to conduct these events this year.

I have been receiving suggestions to do an online kind of webinar/meet etc

But I am not too sure as I myself am suffering from a bit of ‘webinar fatigue’

Will host an online webinar/meet if sufficient folks are interested.

Do drop me a line at Alpha Ideas if you would be interested.

Categories
Observations

Vaccine?Not so fast

Source: Carl Quintanilla

Source: Bernstein Research
Categories
Realty

Ek Tha Builder

Hat Tip: Anshul Saigal

Source: Anarock FICCI Report on RE