Source: Investor Presentation of Optiemus Infracom Ltd
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KRBL : Not Just Rice
Source: Earnings Call of KRBL Ltd
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Linkfest: 18 August, 2025
Some stuff I am reading today morning:
PM Modi Independence Day Speech (MSN)
Next Gen GST aims to boost economy (Rediff)
US Delegation’s India visit called off (CNBC)
Can India survive the Trade War? (The Diplomat)
Company: Data Patterns (FE)
Sector: PET Recycling (BI)
Stock Talk: CL Educate (Bhavik Mehta)
Fees predict Performance (Basis Pointing)
Don’t chase financial freedom with misery (Jago Investor)
The Calculus of Value (Howard Marks)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
How F&O trading shattered a family (FE)
VIP: Losing to Losers (AI)
IT Out of Favour (AI)
Saregama: The Exception (AI)
Rishabh: Running Ahead (AI)
How likely will investors outlive their savings (Math Investor)
Acrobatic Accounting at Suzlon Energy (ML)
Titan: Lab Grown Commodity (AI)
MF Houses: Poore Pachas (AI)
Growth is a Challenge (AI)
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Weekend Mega Linkfest: 14 August, 2025
Some off beat reads for the long weekend:
The mirage of Pakistan’s US Trade deal (ORF)
Trump-Putin summit wont bring an Ukraine deal (NI)
Why India defied US pressure to dump Russia (Korybko)
India should stay the course of strategic autonomy (FP)
India rejects Hague ruling on Indus Water Treaty (Organiser)
PoK Vs Pakistan (MC)
The US-Israeli plot to partition Syria (Cradle)
Nigeria: The President who died twice (New Lines)
Russia’s use of Crypto schemes (RAND)
Swastika over Naples (TOI)
The moral compass of Middle Class Indians (Scroll)
BJP Vs BJP battle in Constitution Club (Print)
Japan under Pax Americana (Engelsberg)
Sholay: A 50th Anniversary Tribute (Jai Arjun)
Travelogue: Argentina’s Patagonia Azul (BBC Travel)