Categories
Observations

Check Nominal, Not Real

Source: Investor Presentation of 360 One WAM Ltd

Categories
Links

Linkfest: 18 January, 2024

Some stuff I am reading today morning:

Bloodbath on Indian bourses (Rediff)

LIC overtakes SBI to become most valuable PSU (FE)

OFS in NHPC (MC)

Analysis of 2023 IPOs (Fortune)

TN town looking to exploit Russia’s egg crisis (BS)

How a Bangalore Dosa chain went viral (NDTV Profit)

Senior Citizen FDs offering 9.1% interest rates (FE)

2024: A pivotal year on the brink (Ray Dalio)

The stock market is America’s Mona Lisa (Common Sense)

Research: Trading by Corporate Insiders (SSRN)

Categories
Cartoon

Up,Up, Then Up

Categories
MegaTrends

Mega Trend: India Men’s Western Wear

Source: Investor Presentation of Credo Brands Marketing Ltd

Categories
Links

Linkfest: 17 January, 2024

Some stuff I am reading today morning:

HDFC Bank posts 16,373 Cr profits for Q3FY24 (BS)

Bumper Q3 results by Federal Bank (NDTV Profit)

Stock Talk: Paytm (BT)

India’s Lithium deal with Argentina (MC)

Mitsubishi to invest in World’s largest green hydrogen project (Oil Price)

‘Taxtortion’ Epidemic in New India (Money Life)

Why NRIs are returning to India in retirement (Morningstar)

Avoid Investors Who…(Investment Talk)

Grow Yourself (Microcap Club)

Annual Letter to Investors (Tsai Capital)