Source: Exchange Filings of Gati Ltd
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Gati: Faster When Alone
Source: Exchange Filings of Gati Ltd
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India: Plus 1 Trillion $ in 3
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Linkfest: 12 June, 2023
Some stuff I am reading today morning:
Peak power demand touches new high (FE)
Sequioa Capital to sell entire 10% stake in Go Fashion (BT)
What’s behind India’s milk crisis? (Fortune)
Bank: Capital Small Finance Bank (BI)
Interview with Kenneth Andrade (MC)
Stock markets back in Fantasyland (Herb Greenberg)
75 D2C Brands that are disrupting India’s consumer market (Inc42)
Whisky & Oranges & Coinbase (Net Interest)
Crypto Inc is illegal now (Axios)
Wealth: 5 Formulas & a Receipe (Sapient Capital)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
Paytm: Growth at Population Scale (AI)
Sequoia’s Returns (AI)
Who says Large Caps can’t move? (AI)
Why Info Edge lost faith in ‘bijnis’ (Forbes)
Fractional Ownership in Real Estate (Bala)
Stock Talk: Engineers India (BI)
Stock Talk: Redington India (Unfair Advantage)
How to avoid TCS for your child’s foreign education (BS)
Don’t shift to EV cars yet (Rowan Atkinson)
There’s only one way to forecast (Howard Marks)
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Weekend Mega Linkfest: 09 June, 2023
Some off beat reads for the weekend:
India asserts global standing (RT)
Canada’s Indira Gandhi assassination parade (ORF)
Vedantic Realpolitik (American Conservative)
The United States Vs Donald Trump (Politico)
How Erdogan held on to power (Dawn)
Why Imran Khan has disappeared from Pakistan’s media (BBC)
Who is looting Yemen’s oil? (Cradle)
Behind the renewed troubles in North Kosovo (Crisis)
When Thatcher met Mandela (Declassified UK)
Why nobody finds the opulent new Parliament vulgar (Mint)
Massacre of Mandayam Iyengars by Tipu Sultan (The Commune)
Chasing Buddhas across Bihar (Lounge)
The 1,700 year legacy of Korean temple cuisine (BBC Travel)
The real story behind ‘Ponniyin Selvan’ (Peepul Tree)
Auto: Maruti Jimny Vs Mahindra Thar (Team BHP)