Categories
Links

Linkfest : 26 July, 2022

Some stuff I am reading today morning:

Govt,LIC may offer 60% stake in IDBI Bank (FE)

Govt of Ministers propose 28% GST on entire bet amount (BT)

Policy Bazaar’s IT system gets hacked (Fortune)

Zomato tanks as lock-in for pre-IPO investors ends (BS)

Sector Watch: Airports (Ventura)

The biggest risk in business & investing (Anand Sridharan)

On Sequence Returns Risk (Basu Nivesh)

Zuckerberg’s Biggest Bet may not pay off (WaPo)

Canada, Netherlands look to cut fertilizer usage (ZH)

Thread: Mark Cuban made no profits from ‘Shark Tank’ (Newsbytes)

Categories
InvestorPresentations

Gokex: Heads Now, Tails Later

Source: Investor Presentation of Gokaldas Exports Ltd

Categories
InvestorPresentations

Adani :Total Partnership

Source: Investor Presentation of Adani Enterprises Ltd

Categories
Links

Linkfest: 25 July, 2022

Some stuff I am reading today morning:

FPIs return to Indian Equities (BT)

Big FMCG cos enter plant based meat segment (MC)

How Amul launched 100 products during lockdown (Rediff)

Prashant Jain quits HDFC AMC (BS)

Stock Talk: HDFC Life (FE)

Rupee cost averaging via SIP has no benefit (Free Fincal)

Interview with Larry McDonald (The Market)

Stock Comp in Software (Voss Capital)

Are kids worth the cost? (The Root of All)

The EU’s Hamiltonian Moment (Apricitas)

Categories
TopClicks

Top Clicks on Alpha Ideas this Week

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

Indo Star: Aaya CFO, Gaya CFO (AI)

Germany + 1 (AI)

Raymond: Woolly Accounting (Money Life)

Thread: Gensol Engineering (Dr Prashant Mishra)

Sanghi Industies: Illquid Co, Liquid Promoters (AI)

Thread: Aegis Logistics (Anish Moonka)

Den Networks: Worth more dead than alive (AI)

Rallis: Flying with the Times (AI)

Thread: Cineline (Kashish Shambhwani)

Little ways the world works (Morgan Housel)