Interesting to see a realty co focusing on one metric-Booking Value- and ignoring the traditional metrices used by investors. Reminds one of the old “Land Bank” days
Source: Exchange Filings of Godrej Properties Ltd
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MOIL : Consistent Ambition
At MOIL, Doubling of Volume in next 5-6 years is like “Karan Arjun”
Hearing since IPO time (October 2010) that “Mere Karan Arjun Aayenge” pic.twitter.com/k2S1A8NNiU
— Giriraj Daga (@GirirajDaga5) April 1, 2019
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Mega Trend: Disruption in Banking
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Linkfest: 01 April, 2019
Some stuff I am reading today morning:
Lyft shares soar on NASDAQ debut (ET)
Bank of Baroda now the third largest bank in India (FE)
Nykaa to become India’s next Billion $ Company (BS)
Trader Profile: Vishvesh Chauhan (MC)
Latest rates of Postal Small Savings Schemes (MII)
My SIP Portfolio review (80-20 Investor)
Brokerage Industry: Disruption (Subramoney)
Brexit in Meltdown (Reuters)
On China’s Chemical Industry (McKinsey)
Why Customers abandon Legacy Brands (Wharton)
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Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas this week:
Ashish Chugh on Micro Cap Investing (AI)
Not your Father’s Reliance (AI)
Arvind Fashions: Our Fair Value (AI)
Value Investing- The Indian Challenge (Saurabh Mukherjea)
Potential Wealth Creators (Safal Niveshak)
George Soros on Real Estate Booms (AI)
White Organic Retail: Dhandha Without Dukaan (AI)
Mega Trend: India’s Life Insurance Policies (AI)
Five Core Electronics: Meri Pant Bhi Sexy (AI)
Pix Transmissions: R&D Champion (AI)