Categories
MegaTrends

Mega Trend: Desi Chinese

Source: Investor Presentation of Tata Consumer Products Ltd

Categories
Exchange Filings

ADSL: Chalo Ayodhya

Source: Exchange Filings of Allied Digital Services Ltd

Categories
Links

Linkfest : 15 January, 2024

Some stuff I am reading today morning:

Tata Consumer’s 7000 Cr Buyouts (NDTV Profit)

TCS plans a new playbook ( BT )

Risks of Ola Electric IPO (Forbes)

India-Japan Fund invests 400 Cr in Mahindra (Fortune)

Stock Analysis: Relaxo Footwears (Dr Vijay Malik)

Interview with David Rosenberg (The Market)

The folly of selling on bad news (2Point2Capital)

Lessons learned the hard way (Rob Henderson)

Ideas that stuck 2023 (Real Returns)

Memo: Easy Money (Howard Marks)

Categories
AlphaIdeas

Blog Break !

Will resume next week

Categories
Links

Linkfest: 10 January, 2024

Some stuff I am reading today morning:

World Bank retains India growth forecasts (FE)

Record FPI inflows in debt market (Rediff)

Houthi launch largest attack in Red Sea (CNBC)

Starbucks India to have 1000 stores by 2028 (HT)

Zee misses $200 Million payment to Disney (NDTV Profit)

Startup: KreditBee (Forbes)

VC investments may hit 5 year low in 2024 (II)

Q3 FY24 Letter to Investors (Solidarity)

Presentation: AI & Everything Else (Ben Evans)

The best investing moves get yawns not applause (Buffett)