Beta to Alpha | 30th August, 2020
Hello Everyone!
Welcome to the second edition of the weekly newsletter.
After receiving a lot of coffees, it was about time to write a post on well, coffee.
Take a look at this week's detailed post on coffee. While climate change can throw the coffee grower under the bus, capitalism might just manage to save him.
Read the detailed post here.
Manish Sabharwal, the founder of TeamLease sits on the RBI board. In almost all his interviews, it seems like the entire Indian data is on his fingertips. I had written a detailed post on TeamLease a while back. Read it here.
A lot of people have entered the capital markets in the last few months. If you have read this detailed post earlier, feel free to share it in your network. This was published for Moneycontrol Pro a while back. Here are a few do's and don'ts that you need to keep a check on.
In the Q1FY21 earnings call of Solara Active Pharma Sciences, I got the opportunity to ask the management a few questions. Here's the link to the post and the earnings call.
If you wish to take a deep dive into analysing investing frameworks and understand it in the easiest manner, this book is a must-read for you.
Regards,
Saket
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