Source: Investor Presentation of L&T Ltd
Categories
L&T : Missing Women
Source: Investor Presentation of L&T Ltd
Categories
Manappuram: Pati , Patni aur Woh
Categories
Linkfest: 06 September, 2021
Some stuff I am reading today morning:
Snapdeal plans $350-400 Million IPO (Rediff)
Why Infosys is latest RSS target (BS)
Why I believe Cement is not a cyclical industry (Ankit Kanodia)
Stock Analysis: Lincoln Pharmaceuticals (Dr Vijay Malik)
Company Analysis: NAM-India (Shiven Tandon)
Building a ‘Hail Mary’ Portfolio (AM)
On Korean Kross Comics (Forbes)
On China’s Tech crackdown (Aswath Damodaran)
Why am I not rich and famous? (Darius Foroux)
A global perspective on renewable hydrogen ( Bruegel)
Categories
Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
How Anand Deshpande became a Billionaire (Forbes)
NDTV: The Better Half (AI)
India Market Cap to GDP (AI)
LIC: The IPO of a lifetime (FE)
TI: India’s Brandy King (AI)
India FMCG: Caution (AI)
The World in 2030 (AI)
The danger of a single stock spiel (Anand Sridharan)
Twitter: The worst managed Tech co (Kyle Iskyan)
In Gold we trust (AI)
Categories
Weekend Mega Linkfest: 03 September, 2021
Some off beat reads for the weekend:
Indian Muslims and liberals are trapped in a toxic relationship (Najmul Hoda)
We’ve been burning for 20 years and more (M Hossein Jafarian)
How the US created a world of endless war (Guardian)
How Byjus hardsells its way to a meteoric rise (ROW)
Ambani Vs Adani (Swarajya)
The Crypto revolution has failed ( Greg Barker)
How Israel betrayed Indian Jews (LHI)
EU doesn’t want Afghan refugees (RT)
On building your Social Capital (Ahmed H)
What old money looks like in America (New Yorker)
The girl in the picture (Atavist)
The first week of ‘Intro to South Asia’ (Bihari American)
My interview with Elizabeth Holmes at Theranos (Jonwu)
The story of Bamiyan Buddhas ( Bharadwaj)
Charles Lynch and his legacy (Madras Courier)