Categories
InvestorPresentations

The Telecom Gear Opportunity

Source: Investor Presentation of Tejas Networks Ltd

Categories
Telecom

India Telecom Market Share

Source: Investor Presentation of Reliance Industries Ltd

Categories
Links

Linkfest: 23 April, 2024

Some stuff I am reading today morning:

Adverse election outcome could crash indices by 30%-35% (Fortune)

Reliance’s pre tax profits crosses 1 Lakh Crore (MC)

HM Amit Shah’s stock portfolio (NDTV Profit)

Stock Talk: IREDA (BT)

Startup: Rubrik (Forbes)

The art of investing in banks (Pari Passu)

Commodities are outperforming in 2024 (Capital Spectator)

The Central Bank Gold stampede (Katusa)

Investors are pulling out of risk parity funds (Climateer)

Are side hustles worth it? (RetireBy40)

Categories
Observations

SMID Valuations: Bubble Territory

Source: DSP Netra

SMID: Small & Midcaps

Categories
AMC

HDFC AMC: Dividend Machine

Source: Investor Presentation of HDFC Asset Management Company Ltd