Categories
Links

Linkfest: 01 August, 2023

Some stuff I am reading today morning:

Markets see flooding of a different kind (BI)

Taxation on online gaming to become more explicit (MC)

AI could affect many jobs (CNBC)

Maruti Suzuki to acquire Suzuki Motor Gujarat (BS)

AR summary: Amara Raja Batteries (Intelsense)

Startup: FreshMenu (FE)

How to find great businesses (Li Lu)

Doubling down on Meta (YAVB)

What wealth can’t buy (Morningstar)

Everything is Cyclical (Morgan Housel)

Categories
Exchange Filings

Power Mech: Make it Large

Source: Exchange Filings of Power Mech Projects Ltd

Categories
Annual Reports Excerpts

Gautam Adani: Bet on India

Source: Chairman’s Message, Adani Enterprises Ltd FY23 Annual Report

Categories
Links

Linkfest: 31 July, 2023

Some stuff I am reading today morning:

RBI likely to maintain status quo on interest rates (MC)

Nykaa faces uphill Beauty Battle (Inc 42)

On L&T’s buyback (Forbes)

BSE’s derivatives journey sees speed bumps (Rediff)

NTPC hits over a decade high (BS)

Interview with Prashant Jain (Morningstar)

Business Analysis of Jewelry retailers (Dr Vijay Malik)

Company: Steelbird (BI)

Cash as the best insurance asset (Discipline Funds)

BoJ: Owner of the last resort (Validus)

Categories
TopClicks

Top Clicks on Alpha Ideas this Week

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

India’s Decadal Moment (AI)

SBFC: See you in Court (AI)

Who’s Collecting? (AI)

Poonawalla: Combo Choice (AI)

Snapshot: Indian Hospitality (AI)

15 Smallcaps with major MF holdings (MF)

Aether: Biggest Pilot (AI)

Tata Consumer: Naya Engines (AI)

Mega Trend: India Wealth Management (AI)

The Trillion $ scam (Yahoo)