Categories
Links

Linkfest: 06 June, 2023

Some stuff I am reading today morning:

ONDC set to venture into Fintech services (Inc 42)

SEC sues Binance (MC)

Stock Talk: Engineers India (BI)

Less than 1 in 3 startups reach Series A (Forbes)

How to avoid TCS for your child’s foreign education (BS)

Interview with Simona Mocuta (The Market)

Big Tech’s Biggest Bets (Matthew Ball)

Don’t shift to EV cars yet (Rowan Atkinson)

There is only one way to forecast (Howard Marks)

There’s no easy exit for cos backed by PE & VC (II)

Categories
Exchange Filings

NIACL: Ghar Wapsi

Like Air India, NIACL should be sold back to the Tatas before it loses more market share

Source: Exchange Filings of New India Assurance Company Ltd

Categories
Exchange Filings

Paytm: Growth at Population Scale

Source: Exchange Filings of One 97 Communications Ltd

Categories
Links

Linkfest: 05 June, 2023

Some stuff I am reading today morning:

Enhanced Surveillance Measures for micro cap cos (MC)

RBI likely to pause on June 8 (Rediff)

Tatas to build 13,000 Cr Lithium Ion Battery factory (Fortune)

Russian oil is now 42% of India’s total oil imports (FE)

Why Info Edge lost faith in Bijnis (Forbes)

Fractional Ownership in Real Estate (Bala)

Stock Talk: Redington India (Unfair Advantage)

Wise words from Sam Zell (Novel Investor)

Its time to disentangle from China (Yale Insights)

Carl Icahn: The hunter becomes the hunted (SMH)

Categories
TopClicks

Top Clicks on Alpha Ideas this Week

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

India to become post paid economy (Nandan Nilekani)

Welspun Corp: Dare to committ (AI)

Mutual Funds buy the dip in IT stocks (Rediff)

Rattan India: Try everything (AI)

Eureka Forbes: Purification Progress (AI)

Krsnaa: Godsend to patients (AI)

ECB warns of a sharp selloff (CNBC)

Feels like a recession (AI)

Trends in media & entertainment (The Market)

Thread: Acidity (Shreya Shah)