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InvestorPresentations

Ethos: HNI Watch

Source: Investor Presentation of Ethos Ltd

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Links

Linkfest: 07 August, 2023

Some stuff I am reading today morning:

Nitin Desai criticized Edelweiss in suicide note (BT)

On ICICI-Videocon loan fraud (BT)

The dark side to Private Equity (Sanjiv Bajaj)

Regional retailers come of age (Fortune)

Sector Watch: Textiles (Rediff)

30 Startups to watch (Inc 42)

One Year Returns don’t matter (Common Sense)

Trading for a Living (WGGTB)

12 things that look less impressive as you get older (No Sidebar)

How to read (Morgan Housel)

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TopClicks

Top Clicks on Alpha Ideas this Week

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

Concord: What Wealth Creation looks like (AI)

Titan: 20% Behind (AI)

Gautam Adani: Bet on India (AI)

Mega Trend: India Power Sector Transformation (AI)

Power Mech: Make it Large (AI)

Ganesh Eco: Waste is Wealth (AI)

Interview with Prashant Jain (Morningstar)

AWL: Staples 1,2,3 (AI)

Can Jio Financial disrupt the Mutual Fund business? (Money Life)

7 things I don’t own in my portfolio (Morningstar)

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Links

Weekend Mega Linkfest: 04 August, 2023

Some off beat reads for the weekend:

Who set Nuh on Fire? (Open)

The coup in Niger (RT)

How I escaped China’s mass arrests (Guardian)

China’s dating apps tap into parental anxiety (ROW)

Why Americans left Church (American Conservative)

The new Russian ideology (Engelsberg)

How do you solve a problem like Kabul? (Dawn)

Massive outflow of youth from Nepal (ORF)

Netanyahu & the Muslim world (Arab News)

Power struggles in Egypt (Cradle)

Political Crisis in Thailand (Crisis)

The 1983 anti-Tamil pogroms in Sri Lanka (Al Jazeera)

How a Montreal copywriter swindled victims of $200 Million (Walrus)

Kaali: The Street Dog (Jabberwock)

Travelogue: Kollam to Goa (Team BHP)

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Two Wheelers

Snapshot: Domestic Motorcyle Market

Source: Investor Presentation of Eicher Motors Ltd