Categories
Links

Linkfest: 15 August, 2023

Wishing readers a Happy Independence Day.

Some stuff I am reading today morning:

Key highlights of PM Modi’s Independence Speech (Mint)

India makes first payment in INR to UAE for oil (BW)

How India is taking UPI global (Forbes)

Power Demand reaches all time high (FE)

A different Hydel Power (Money Life)

Interview with Bharat Shah (MC)

Timeless thoughts on investing (FDIAR)

When essential commodities become luxuries (Oil Price)

The ‘Echo’ Market Cycle (Katusa)

On whether an investment is worth pursuing (AM)

Categories
MegaTrends

Mega Trend: India Waste

Source: Investor Presentation of Antony Waste Handling Cell Ltd

MSWM- Muncipal Solid Waste Management

Categories
InvestorPresentations Power

SJVN: Poore 50,000

Source: Investor Presentation of SJVN Ltd

Categories
Links

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)

Categories
TopClicks

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)