Categories
Links

Linkfest : 08 August, 2023

Some stuff I am reading today morning:

SBI is India’s most profitable company ( BS )

Acid test for speciality chemical firms ( Rediff )

RBI likely to maintain interest rates ( BW )

Interview with Samsung India CEO, J B Park ( Forbes )

US FDA flags serious violations at Intas Pharma ( Fortune )

IPO Watch : Concorde Biotech ( Arun Kejriwal )

Mega Trend : Green Industrial Revolution ( Value Quest )

Picking businesses and not stocks ( Kiplinger )

Using options to reduce risk ( Empire )

The low stakes argument ( Seth Godin )

Categories
InvestorPresentations

Cera: 1000%

Source: Investor Presentation of Cera Sanitaryware Ltd

Categories
InvestorPresentations

Ethos: HNI Watch

Source: Investor Presentation of Ethos Ltd

Categories
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)

Categories
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)