Categories
Links

Linkfest: 26 October, 2023

Some stuff I am reading today morning:

Markets may remain under pressure (BS)

Online gaming cos get GST notices of 1 Lakh Cr (Rediff)

Nestle India’s rural play (MC)

How to loot Public Sector Banks (Money Life)

Sector: Hotels (Fortune)

VC: Celesta Capital (Forbes)

Venture Debt deals largely loan driven (FE)

Understanding Investing Regime change (Big Picture)

The Truth about rapid sales growth (Onveston)

Age in Place (Morningstar)

Categories
SME

NPST: Hockey Stick Stock

Source: Investor Presentation of Network People Services Technologies Ltd

Categories
ConferenceCall

Tinna: Chronology Ko Samjhe

Source: Earnings Call of Tinna Rubber & Infrastructure Ltd

Categories
MegaTrends

Mega Trend: India SUV

Source: Investor Presentation of Maruti Suzuki India Ltd

Categories
Links

Linkfest: 25 October, 2023

Some stuff I am reading today morning:

No red alert on market valuations (FE)

India VIX dips below 10 (MC)

On India’s inclusion into JP Morgan’s bond index (Rediff)

Thread: Technical outlook of Power Cos (Fibonalysis)

Jamie Dimon rips Central Banks (CNBC)

Geopolitical risk keeps Oil Price afloat (Oil Price)

Bitcoin spring is here (Fortune)

Is gold a good investment? (Monevator)

Where I am investing now (Bill Gross)

The obsession with meeting quarterly targets (Munger)