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MutualFunds

Think Small

Source : Financial Express

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Links

Linkfest: 13 November, 2023

Some stuff I am reading today morning:

Moody’s cuts US outlook to negative (CNBC)

FPIs selling spree continues (BS)

Future Retail heads for liquidation (Rediff)

Stock Talk: Tata Power (FE)

Thread: 3 Diwali Pick ideas (Caprize Investments)

‘Minimum Guarantee’ of Rajinikanth films (BT)

Interview with Seth Klarman (II)

10 predictions for the coming decades (Vinod Khosla)

Competitive advantage and capital allocation (Dorsey)

Has Xi Jinping bankrupted China? (Unherd)

Categories
Links

Weekend Mega Linkfest: 10 November, 2023

Some off beat reads for the weekend:

Why do we worship Goddess Lakshmi? (Bibek Debroy)

The Blaze of Gaza (Open)

The Dogs of War (Tablet)

Possibility of Iranian-Arab joint front on Gaza (Arab News)

Dear World, I don’t care (Times of Israel)

Russia’s public pivot to Palestine (Cradle)

‘Allahu Akbar’ is the Islamic war cry (Rair Foundation)

Color Revolution attempt in Mongolia (RT)

China, Africa and the geopolitics of Lithium (ORF)

Online harassment of India-orgin US Academics (Verge)

Trump wins again (American Conservative)

Dattopant Thengadi: RSS Ideologue (India Today)

Thread: The life of P K Srinivasan (Ko Sesha)

Thread: Profile of Yashwant Rao Holkar (Sadaa Shree)

Thread: Massacre of Bangla Hindus by Pak Army (Arya Anviksa)

Categories
InvestorPresentations

Electrosteel: Water Baby

Source: Investor Presentation of Electrosteel Castings Ltd

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MegaTrends

Mega Trend: India CDMO

Source: Investor Presentation of Suven Pharmaceuticals Ltd