Source: Investor Presentation of SJVN Ltd
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Linkfest: 14 August, 2023
Some stuff I am reading today morning:
Why Deloitte resigned as auditor of Adani Ports (Rediff)
India is a rising force in Asia (CNBC)
ONDC gains ground amongst startups (BW)
Startups shift their focus to profit (Forbes)
Company: Bayer India (BI)
Stock Talk: Trent (FE)
Notes on the Market (Prabhakar Kudva)
5 wrong personal finance lessons (Geny Planning)
9 Biggest Mistakes High Income earners make (Thomas Kopelman)
A few stories about Big Decisions (Morgan Housel)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
How to read (Morgan Housel)
12 things that look less impressive the older you get (Nosidebar)
Another victim of brutality by Edelweiss (Shripal Morakhia)
There is a dark side to Private Equity (Sanjiv Bajaj)
Ethos: HNI Watch (AI)
Mega Trend: India Drone Market (AI)
Medplus: 3 store openings a day (AI)
Gland: Chini Shuru (AI)
GeM enabled Govt to save 45,000 Cr (BS)
Cera: 1000% (AI)
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Weekend Mega Linkfest: 12 August, 2023
Some off beat reads for the weekend:
Why Indian Air Force attacked Mizoram (Posten)
How Chinese funds media & activists in India (Open)
Beware the Ides of August (Engelsberg)
Russians not welcome in Georgia (Guardian)
France never stopped looting in Africa (Cradle)
‘Regime Change Karen’ Victoria Nuland in Niger (RT)
Ignoring Belarus no longer possible (Arab News)
Jihadists in Cote D’Ivoire (Crisis)
Against Reparations (Spiked)
Beirut, at Sunset (Delacorte Review)
How British Intelligence overthrew Iran’s Democracy (DUK)
Jewish genocide in Budapest (TOI)
Atomic bombings of Japan was based on lies (Jacobin)
The First, Second & Third Anglo Burma Wars ( NAM I, NAM II, NAM III)
Dharmendra: From Garam to Naram (Jai Arjun)
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Linkfest: 11 August, 2023
Some stuff I am reading today morning:
RBI keeps repo rate unchanged at 6.5% (Fortune)
RBI Governor’s Statement (RBI)
EPFO’s investments in ETFs crosses 2 Lakh Crores (BT)
Gold prices to rally to all time highs (CNBC)
Euphoria in SME IPO market (MC)
IPO Watch: TVS Supply Chain (Arun Kejriwal)
Interview with Nilesh Shah (Morningstar)
The rise & fall of Axis Bank’s Credit Cards (Forbes)
Another victim of brutality by Edelweiss (Shripal Morakhia)
What makes a great investor? (Creative Planning)