Categories
Links

Linkfest: 05 September, 2023

Some stuff I am reading today morning:

BHEL bags order of India’s largest hydro project (PSU Watch)

Paytm launchs Card Soundbox (Mint)

Oil reaches new 2023 high (Oil Price)

How RBI is allowing defaulters to keep their cos (Money Life)

The takeoff and crash landing of Naresh Goyal (Rediff)

Why EV Charging Infra rots (Fortune)

Startup: Veeba India (Forbes)

Brand: Tanishq (BI)

Inherited financial advice could be misleading (Morningstar)

The difference between gained and lost dollars (Michael Burry)

Categories
ConferenceCall

KFin: First Global

Hat Tip: RD

Source: Earnings Call of KFin Technologies Ltd

Categories
Auto Components ConferenceCall

Divgi: Mera Pass Moat Hai

Hat Tip: SR

Source: Earnings Call of Divgi TorqTransfer Systems Ltd

Categories
Links

Linkfest: 04 September, 2023

Some stuff I am reading today morning:

My resignation letter (Uday Kotak)

ED arrests Naresh Goyal (Fortune)

The making of Equirus Capital (BI)

Interview with Devina Mehra (Morningstar)

Buffett, 93 is still at the top of his game (CNBC)

Neglected aspects of investing (Investment Talk)

Tell me a story (Prof Galloway)

Retirement: Fear of running out of money (WaPo)

Instinct can beat analytical thinking (HBR)

China in trouble (Katusa)

Categories
TopClicks

Top Clicks on Alpha Ideas this Week

Here are the most clicked items on Alpha Ideas this week:

Reliance: Disrupting Wind Sector (AI)

Textiles: Duty Matters (AI)

Brand Concepts: Have Tommy, Will Travel (AI)

AGI Greenpac: Missed Call (AI)

NRB: Thane Takings (AI)

RACL: Nobody could Imagine (AI)

GRSE: Calm Seas ahead (AI)

Shalimar: Opportunity Beshumaar (AI)

Tips: Ultimately everybody will pay (AI)

15 Lessons from 15 Years (Think Newfound)