Source: Investor Presentation of Suprajit Engineering Ltd
Author: Raoji
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Linkfest : 12 July, 2024
Some stuff I am reading today morning:
Vizhinjam berths first mother vessel ( Fortune )
GeM portal will become world’s largest ( DH )
US inflation falls ( CNN )
Stock Talk : MCX ( RJ )
Sector: AMCs ( Rediff )
How India checkmated China on silver imports ( BW )
Big Oil is investing in Lithium ( Oil Price)
Overconfidence may lead to poor Emergency planning ( AA )
On assessing Operating Performance ( Buffett )
Saudi & Russia, Best Buddies ( DR )
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Where are the long term investors?
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What Drives enormous Market Caps
Source: GMO
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Linkfest : 11 July, 2024
Some stuff I am reading today morning:
Euphoria in Indian IPOs ( Bloomberg )
India’s rooftop solar program ( Hindu )
Company: Voltas ( Rediff )
Banking Crisis in China ( Sina 21 Capital)
Indians are travelling abroad like never before ( Fortune )
Q1 FY25 Letter to Investors ( Solidarity)
Q1 FY25 Letter to Investors ( 2Point2 Capital )
The beginning of the end of market price targets ( Axios )
Does ‘Skin in the Game’s really matter? ( BI )
A Bear Market shock can upend Tech stocks ( Climateer )