Categories
Links

Weekend Mega Linkfest: 06 July, 2018

Some off beat reads for the weekend:

‘Sanju’ can’t rewrite the evil 1993 plot (Sekhar Gupta)

The George Soros philosophy and its fatal flaw (Guardian)

Thread: Silicon Valley & the Soviet Union (Anton Troynikov)

The incredible Buddha Boy (GQ)

Spare me the good Hindu (Hartosh Singh Bal)

India’s Rihanna (BI)

Can Jawa beat Royal Enfield? (Team BHP)

Subramaniam Swamy’s No to Governorship (Gossip Guru)

Kings & Soldiers (Swarajya)

History: Sada Kaur (Dawn)

The strange life and death of Shoko Asahara (SCMP)

Quiche Quiche Hota Hai (J Mathrubootham)

Muslin-The finest ancient fabric (Madras Courier)

Homeward Diary (Outlook)

My late father Kushwant Singh (Mala Dayal)

Categories
Observations

CLSA Cruelty to Adani

Categories
AlphaIdeas

Alpha Ideas Crosses 20 Million Page Views

Alpha Ideas has crossed 20 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
Links

Linkfest: 06 July, 2018

Some stuff I am reading today morning:

Mukesh Ambani’s plans to double the size of RIL (BS)

Iran threatens to shut down the Strait of Hormuz (CNBC)

What I learnt in my investing journey (Rakesh Jhunjhunwala)

Monsoon and it’s thoughts on investing (Safir Anand)

Property Review: Godrej Elements Hinjewadi (Ravi)

2018, the year real estate died (Mint)

Can Netflix beat Bollywood? (ET)

Red Bull in India (Forbes)

Immeasurably Important (Mogan Housel)

Vijay Kedia’s Song (You Tube)

Categories
InvestorPresentations

Dilip Buildcon: The Shrem Redemption

Source: Investor Presentation of Dilip Buildcon Ltd

Dilip Buildcon has sold 24 road assets for 1,600 Crores to the Shrem Group whose investing prowess is illustrated below: