Linkfest: 12 July, 2023

Some stuff I am reading today morning:

GST Council imposes 28% GST tax on gaming (BW)

Impact of monsoon fury in North India (BS)

Cos that have shown consistent profit growth (Morningstar)

What went wrong at PharmEasy (Forbes)

Ride hailing startup Blu Smart takes on Uber (FT)

Thread:Bull Market still has legs (Ravi Jain)

Can Quick Commerce ever make profits (Fortune)

Trading the Night Effect (Two Quants)

Q1FY24 Letter to Investors (Solidarity)

2023 Semi-Annual Letter to Investors (Fundsmith)

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