Categories
Exchange Circulars

Som: Pecker Promoters

Source: Exchange Release of Som Distelleries & Breweries Ltd

Categories
ConferenceCall

Gokex: 6 Rules of Acquisition

Source: Earnings Call of Gokaldas Exports Ltd

Categories
ConferenceCall

VBL: Debt Peak

Source: Earnings Call of Varun Beverages Ltd

Categories
Links

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)

Categories
TopClicks

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)