Source: Earnings Call of Gokaldas Exports Ltd
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VBL: Debt Peak
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Linkfest: 12 February, 2024
Some stuff I am reading today morning:
Centre examining China FDI in Paytm (BT)
Xiaomi protests India’s scrutiny of Chinese cos (BS)
Interview with Anil Singhvi (Forbes)
Growing unemployment in India (Fortune)
A deep dive into Paytm (MC)
Company: Ujjivan Bank (BI)
On the Magnificient Seven (Aswath Damodaran)
Why realistic return expectations matter (MF Guy)
Lessons from Ed Thorp (Moon Tower)
Just focus on the fundamentals (Albert Bridge Capital)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
Club Mahindra: Eyes Wide Shut (AI)
Amara Raja: Naya Urja (AI)
Gensol: Think Small (AI)
Man Infra: Mann Ki Baat (AI)
Adani Ent: Apex Capex (AI)
J Kumar: Grave Issue (AI)
Fusion: Punjabi Tadka (AI)
Motherson: Don’t worry, Be wired (AI)
The mega Infra makeover (Fortune)
A few thoughts on spending money (Morgan Housel)
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Weekend Mega Linkfest: 09 February, 2024
Some off beat reads for the weekend:
The Vladimir Putin Interview (Tucker Carlson)
Pakistani social media on elections (Tribune)
Iran’s militant empire in the Middle East (Al Majalla)
Qatar’s hand in fueling anti Semitism (TOI)
Indian Navy in the Red Sea (ORF)
Unrest in Leicester (Guardian)
Eric Zemmour exposing the Islamisation of London (Rair Foundation)
Words that kill (RT)
The Colonial genocide in Nambibia (Jacobin)
L K Advani, Bharat Ratna (Open)
Thread: The Jungle Raj of Lalu Prasad Yadav (Story Teller)
Thread: Madan Lal Pahwa (Arya Anviksa)
Road Trip: Sri Lanka (Team BHP)
Thread: The moon of Venus (Latif Nasser)
Review: Invitation to a Banquet (PSmith)