Categories
Personal

Death of a Friend

Siddhartha Bhaiya, MD & CIO of Aequitas is no more.

He passed away due to a cardiac arrest while on a holiday abroad.

This news comes as a shock as he was only 47 years old and quite fit as well.

May God give his family the strength to bear this loss.

I knew Siddhartha for many years now.

He was one of the best fund managers in the country with an enviable track record of success.

He was very honest in his dealings, blunt in his opinions and fearless in his convictions.

He had built Aequitas from the Ground Up. He was very proud of his team, the work culture and the legacy they wanted to build.

He had lots of ambitions for the Co-he was confident they would do well in global markets like they succeeded in India.

He was a true friend to me. I had invited him to speak in investor meets-he would adjust his super busy calendar to accommodate me. Used to say – ‘I want to support you and would do this for you’

Will miss him.

Categories
PaintStocks

The Birla Opus Challenge

Source: Outlook Business

Categories
Chart

The Chinese Juggernaut

Source: Financial Times

Categories
Links

Linkfest: 02 January, 2025

Some stuff I am reading today morning:

Cigarette stocks shed 60,000 Cr in market cap (MC)

Devyani & Sapphire Foods to merge (CNBC)

Robust GST collection in Dec 2025 (HT)

Order in matter of DU Digital Technologies Ltd (SEBI)

Dividend Yield Monitor-Jan 2026 (SBI Securities)

4 silent investments of superstar Chiranjeev (FE)

The biggest risk in 2026 (CS)

Warren Buffett: A Question of Character (RL)

Astonishing wave of anti-Indian hate in US (NY Times)

The secret to a long life (WSJ)

Categories
SME

DSM: Zapping Investors

Hat Tip: NG

Source: Exchange Filings of DSM Fresh Foods Ltd

The recently listed company made an announcement of acquisition of a related party co with 15L Revenues for only 7.5 Crs

This is in direct contravention of their prospectus which allotted only 2.18 Cr for acquisitions

Jago SEBI Jago !