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InvestorPresentations

Gala: Increasing TAM

Source: Investor Presentation of Gala Precision Engineering Ltd

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Links

Linkfest: 19 March, 2025

Some stuff I am reading today morning:

Reliance exported fuel from Russian Crude to US (Rediff)

Large ad firms under CCI scrutiny (MC)

SEBI gives final approval to LG Electronics India IPO (FE)

1 Trillion Euro impact on Germany (DW)

US stock sell off has further to go (Yahoo)

Gold’s warning signal (DR)

Halving R&D with AI (Tomasz Tunguz)

Destroying America’s Brand (Paul Krugman)

Capitalism with Chinese Characteristics (Scott Sumner)

Buffett & Munger Unscripted (Rational Walk)

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Chart

Trillion $ Interest

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MegaTrends

Mega Trend: India Defence Spending

Source: Investor Presentation of Walchandnagar Industries Ltd

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Links

Linkfest: 18 March, 2025

Some stuff I am reading today morning:

Jewellery demand takes a hit (Rediff)

India to finalize Bilateral Trade Pact with US soon (FE)

BYD unveils new super charging EV Tech (Yahoo)

Pakistan suffers massive loss for hosting Champions Trophy (MC)

Startup: Indra Water (Forbes)

The NASDAQ 100 has become a meat grinder (Josh Brown)

Globalization Backlash & Govt Disruption (Aswath Damodaran)

The Art of Holding (Howard Marks)

The timeless appeal of Market Timing (Monevator)

The dirt tell no lies (Fortunes & Frictions)