Source: Investor Presentation of Piramal Enterprises Ltd
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Author: Raoji
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Linkfest: 22 October, 2019
Some stuff I am reading today morning:
All eyes on Infosys (BS)
India-US trade deal almost final (FE)
Interview with Bharat Shah (ET)
Decoding the great Indian tax payer (Mint)
How the Singh brothers fell from grace (Rediff)
Sector Watch: Sugar (Forbes)
Ranking business models (Ashish Kila)
Don’t exit SIP (Bala)
Profiting from the Trump chaos trades (Vanity Fair)
The best predictor for stock fund performance (Morningstar)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
India: Wealth Creation Story (Kuntal Shah)
The 9 Lakh Crore problem (AI)
Seya Industries: How dare you? (AI)
The Smelting of Indian Stocks (Calm Investor)
How do you look at cash? (AI)
What consolidation looks like (AI)
How SEBI distorted the markets (AI)
How the Thapar Empire went bust (ET)
Stock Analysis: IEX (Candor Investing)
Corporate Governance in Indian Family Owned businesses (Prof Bakshi)
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Weekend Mega Linkfest: 18 October, 2019
Some off beat reads for the long weekend:
The brutal history of Kalapani (Guardian)
How Savarkar and RSS won (HT)
On Abhijit Banerjee (Bibek Debroy)
Ayodhya Advocate: K Parasaran (Swarajya)
How the Communists killed industry in West Bengal (Rediff)
Updates from Kashmir (Abhijit Iyer Mitra)
Walkover for Devendra Fadnavis (Hemant Desai)
When GoFundMe gets ugly (Atlantic)
On Yasukuni (Al Jazeera)
Bike Ride: Coastal Gujarat (Dr. Vijay Malik)
Travelogue: Iceland (Team BHP)
Gold cannons & a poison plot (Mint)
Video: Pune & the Maratha Empire (Uday Kulkarni)
Enjoy within limits (J Mathrubootham)
Why you don’t see your friends anymore (Atlantic)
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Mega Trend: India Micro Finance
Source: Macquarie Research
