Categories
InvestorPresentations

Hamara Non-Bank

Source: Investor Presentation of Bajaj Finance

Categories
Quotes Tweets

Being a Contrarian

Categories
SME

Party Cruisers: HR as a Revenue Generator

Source: DRHP Filings of Party Cruisers Ltd

Categories
Links

Linkfest: 16 May, 2019

Some stuff I am reading today morning:

Elections making brokers fidgety (ET)

How Ramesh Kumar Sharma became richest Lok Sabha candidate (BT)

Mutual Fund Exposure to Real Estate NCDs (Morningstar)

Trump declares National Emergency over Huawei threat (CNBC)

Taco Bell plans to open 600 outlets in India (BS)

The curious mix of Jet Airways Bidders (Mint)

The intense battle for control of Essar Steel (Sucheta Dalal)

Stock Pick: Alkyl Amines (Viraj Mehta)

Leveraged Promoters, Haemorrhaged Stockholders (Prof Bakshi)

Vancouver, Casinos and Grand Mothers (Macro Tourist)

Categories
Observations

It’s Global, Stupid !

Source: ICICI Direct Research