“I read about eight newspapers in a day. When I’m in a town with only one newspaper, I read it eight times”. – Will Rogers
Most of our investment ideas come small corners of the daily newspapers or the weekly magazines (or some interesting blogs). We often come across some interesting articles feeling an urge share with our readers too. So we will often compile (mostly weekly) these interesting articles and share the same here.
1. Gas Sector – Huge Potential ahead
It was an interesting article in Business World magazine on the Gas Troubles in India and the potential ahead. “9% Energy needs met by gas in India, while 24% is the world average”.
Arundhati Prasad, 36, who lives in the outskirts of Patna, has to queue up in front of a liquefied petroleum gas (LPG) agency’s office to get a cylinder of gas. Now compare Prasad to Mohammad Ali Bhatti of Dera Baba Bhuman Shah village in Pakistan’s Okara district: in addition to the gas used for cooking in his kitchen, everything from the refrigerator to lamps in the Bhatti home run on natural gas.
Read complete article here.
There are various charts, tables which provide a lot of understanding on this sector.
2. India’s Best Market Minds (19th March ‘ 10 Issue of Outlook Profit)
It was a really good compilation by Outlook Profit with the warm interviews of the “India’s Best Market Minds” including Jhunjhunwala, Sanjoy Bhattacharya, Prof. Sanjay Bakshi and many more .
While all the interviews are not available online, you can read the interview of Prof. Sanjay Bakshi and Abhay Aima online.
3. Poly Medicure Media Updates (in Business Standard, Hindu & Financial Chronicle)
We have discussed on this company couple of times here and here. The stock has been doing well and getting attention of investors.
The company has provided some updates in the media recently about the expansion plans.
4. India Motor Parts & Accessories Ltd (IMPAL) – by Siddharth Shukla
Siddharth has done a good detailed work on the stock. IMPAL has come out with good Q4 numbers and the stock shot up by 20%.
We will be sharing more interesting articles and blog posts regularly.
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