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AlphaIdeas

Happy Diwali !!

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Excerpts

Sanwaria Consumer: Name Change = MarketCap Change

Hat Tip: Nooresh

Source: Exchange Filings of Sanwaria Consumer

 

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Excerpts

Is Bharti Airtel a Anari ?

Source: Kotak Research

This reminds me of Raj Kapoor’s old Classic:

Sab kuchh sikha hamane

Na sikhi hoshiyaari

Sach hai duniyaawaalon

Ke ham hain Anari

Translated

I learnt everything

But didn’t learn cleverness

Its true people

I am a fool

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Links

Linkfest: October 18, 2017

Some stuff I am reading today morning:

Interview with Rakesh Jhunjhunwala (MC)

Indian Equity markets may need to swallow a bitter pill (S Rajah)

600 Companies line up $85 Billion of investments (ET)

IPO Review: Reliance AMC (S P Tulsian)

Bajaj Finance: Milking the Consumption Story (Mint)

Why India’s love affair with gold is here to stay (Quint)

How  D S Kulkarni is taking his fixed deposit holders for a ride (Ravi)

Advice for aspiring traders (Irrelevant Investor)

The winners of the new world redux (Macro Tourist)

Dividend Capture Strategy (Alpha Architect)

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Excerpts

Mold-Tek: Acche Din Aane Wale Hain

Source: Exchange Filings of Mold-Tek Packaging