Some stuff I am reading today morning:
Losses widen at Zomato (BS)
How Paytm ended up with a deserted Mall (Forbes)
Forced Service Charges of restaurants (Fortune)
How Organic India set a new trend (BI)
On development of passive funds (SEBI)
The Transcript : Jan-March 2022 ( DSP )
Overpriced companies in the private markets (Howard Lindzon)
Bitcoin could fall to $8,000 (CNBC)
Thoroughly conscious ignorance (Anand Sridharan)
Q1 2022 Investor Letter (Hayden Capital)
Some stuff I am reading today morning:
Thread: GOI introduces anti-inflation measures (Nirmala Sitharaman)
Adani’s biggest bet (BI)
Thread: Visaka Insider Selling (Sanjay Kumar Elangovan)
What is ailing textile hub Tiruppur (BT)
Axis MF sacks second fund manager (Rediff)
Crypto Crash: A Wake-Up Call (Forbes)
How this ends (A VC)
Trying too hard (Morgan Housel)
The Year of Breakdown (Daily Reckoning)
Inflation: Disparate Effects on Company Values (Aswath Damodaran)
Here are the most clicked items on Alpha Ideas this week:
Urja Global: Stranger than Fiction (AI)
Chemical Stocks: High P/E Savdhaan (AI)
India’s best Financiers (Fortune)
Man Industries: Silent Violation (AI)
HDFC Bank: ESOPs Sahi Hain (AI)
Bank of Baroda: 10,000 Cr PBT (AI)
Dredging: Retirement Home (AI)
TaMo: Only EV PV game in town (AI)
Pakistan facing bankruptcy (ATimes)
How Freshworks is fighting the brutal tech meltdown (Forbes)
