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PMS

Marcellus: Kings of Under Performance

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Links

Linkfest : 25 May, 2022

Some stuff I am reading today morning :

Govt weighs in on edible oil, sugar ( FE )

On the Adani, Ambani rivalry ( BS )

Grasim doubles down on Paints business ( BW )

Startup : Uravu Labs ( Forbes )

Thread : Why markets are imploding ( Bill Ackman )

You have to buy when prices are falling ( Bill Miller )

You can probably time the market ( Rubin Miller )

Grim Diesel ( Doomberg )

On the global food crisis ( Daily Reckoning )

Ukraine could be beginning of Third World War ( George Soros )

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InvestorPresentations

Data Patterns: Kasam Se

Source: Investor Presentation of Data Patterns Ltd

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Chart Hotels

Chart: India Hotels

Source: Investor Presentation of The Indian Hotels Company Ltd

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Links

Linkfest: 24 May, 2022

Some stuff I am reading today morning:

Losses widen at Zomato (BS)

How Paytm ended up with a deserted Mall (Forbes)

Forced Service Charges of restaurants (Fortune)

How Organic India set a new trend (BI)

On development of passive funds (SEBI)

The Transcript : Jan-March 2022 ( DSP )

Overpriced companies in the private markets (Howard Lindzon)

Bitcoin could fall to $8,000 (CNBC)

Thoroughly conscious ignorance (Anand Sridharan)

Q1 2022 Investor Letter (Hayden Capital)