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ConferenceCall

Shirshasana of Unilever

Source: Earnings Call of Patanjali Foods Ltd

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Links

Linkfest: 13 December, 2023

Some stuff I am reading today morning:

First listing today on NSE Social Stock Exchange (MC)

What FED is expected to do today (CNBC)

Digital transactions up 45% in FY24 (Fortune)

Corporate Sleaze: Bartronics India (Money Life)

CRED’s year of vindication (Inc42)

Case Study on MSTC (Fundoo Professor)

Startup: CABT Logistics (Forbes)

Interview with Joel Tillinghast, Fidelity (Big Picture)

Tidal waves in Venture Capital (East Wind)

Why do people forecast the markets? (BI)

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ConferenceCall

Murugappa: In the Family

Source: Earnings Call of Cholamandalam Investment & Finance Co Ltd

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InvestorPresentations SME

Snapshot: India SME

Source: Investor Presentation of DCB Bank Ltd

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Links

Linkfest: 12 December, 2023

Some stuff I am reading today morning:

Rajiv Jain-led GQG’s $10 Billion India bet (BS)

Adani Group EBITDA crosses 43,000 Cr (BT)

Wipro’s senior leadership crisis deepens (Fortune)

Blu Smart optimistic of scaling up EV fleet (FE)

2023 was a good year for most asset classes (Capital Spectator)

Stock Talk: Cubex Tubings Ltd (Weekly Watch)

Startup: Biryani By Kilo (Forbes)

Interview with Howard Marks (Oaktree)

Key Person(s) Valuation (Aswath Damodaran)

China’s Xi goes full Stalin with purge (Politico)