Source: RHP of Dollex Agrotech Ltd
Strange to see small sugar cos coming out with IPOs priced at higher multiples than industry leaders like Balrampur,Dhampur etc
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Dollex Agrotech: Mahengi Cheeni
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Bharat Forge 2.0
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Linkfest: 12 December, 2022
Some stuff that I am reading today morning:
Air India nears historic order for 500 jets (BS)
Can Indigo turnaround? (A Junior VC)
Snapdeal defers 1,250 Cr IPO (Rediff)
Paytm can’t use IPO proceeds for buyback (MC)
On Small PSU Banks & Yes Bank (Nooresh Merani)
How to do business analysis of Construction Cos (Dr Vijay Malik)
On Options Trainers, influencers & other frauds (Index Heads)
Take Calculated Risks (Ted Lamade)
Putin doesn’t bluff (Daily Reckoning)
Disney’s CEO drama explained (The Verge)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
NGen Markets: The mini Bloomberg (AI)
What do Fund Managers earn? (AI)
Indrayani: 1Rs/share (AI)
Droneacharya: Udta PE (AI)
Thread: Why US private REITs are blowing up (Phil Bak)
Advice for the debt investor (R Sivakumar)
Ideas that changed my life (Morgan Housel)
Chart: PLI Schemes (AI)
Unlicensed advisors are managing hundreds of Crores (MC)
Has SEBI lost the battle against illegal advisors (Money Life)
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Weekend Mega Linkfest: 09 December, 2022
Some off beat reads for the weekend:
How British colonialism killed 100 Million Indians in 40 years (Al Jazeera)
Gujarat: The enduring model (Open)
Iran’s moment of truth (Guardian)
Inside the underbelly of Karachi (Dawn)
The significance of Saudi-China summit (Arab News)
Gazing back to see China’s future (Engelsberg Ideas)
No one voted for Rishi Sunak’s austerity (Spiked)
Kylian Mbappe, the France Star (ESPN)
What’s next for the Japanese Football team? (Japan Times)
Jihad & the Baby Store (TOI)
Thread: The Jewish legacy of Kolkata (Satyanewshi)
The Advocate (Anuradha Kumar)
Sri Lank’s most beautiful train journey (BBC Travel)
Thread: 18 Pearls of Wisdom from Yoshida Kenko (Cultural Tutor)
Auto Review: Jeep Grand Cherokee (Team BHP)