Source: Investor Presentation of Bharat Dynamics Ltd
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Linkfest: 20 February, 2024
Some stuff I am reading today morning:
Block deal of Whirlpool of India today (BT)
Investors are turning wary of crowded India trade (NDTV Profit)
Retail investors lost out on Axis Bank-Max Financial deal (BW)
The humble repo turns 25 (FE)
Where are the booming MSMEs ? (Money Life)
Notes from Tamilnadu Investors Association Ideas Summit (Akshat Jain)
Buffet’s bet on Japanese stocks has given infinite returns (Pabrai)
On the persistence of growth and value stocks (AA)
Fundamental Vs Derivative (Turtles)
Saying enough to stuff (AR)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
Inox India: Good Multiple (AI)
Gokex: 6 Rules of Acquisition (AI)
Syrma: Trade Secret (AI)
NBFC lenders to Paytm in trouble (BS)
Hong Kong is over (FT)
ITD: See the Silence (AI)
Arman: Changing Culture (AI)
Chemicals: Chinese Dumpsum (AI)
Snapshot: Indian Aluminium (AI)
VBL: Debt Peak (AI)
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Weekend Mega Linkfest: 16 February, 2024
Some off beat reads for the weekend:
Pakistan Elections: The Foundational Error (Open)
Imran Khan’s truimph (Cradle)
A Hezbollah-Israel war has never been closer (Al Majalla)
The fall & rise of Marwan Barghouti (Engelsberg)
Netanyahu: The Scorpion (TOI)
A Kamala Harris Presidency (RT)
Pakistan, Afghanistan and the Durrand Line (Tribune)
Will the Taliban’s opium ban last? (Zocalo)
Muslim identity politics in UK (Spiked)
The story of Las Vegas (Smithsonian)
Thread: Reason of Indian belly fat (Shree History)
Review: Medieval Chinese warfare (PSmith)
The 600 year old Greek bakery (BBC Travel)
Drive: Spiti (Team BHP)
Travel: Northern Lights in Finland (Mint)