Source: Earnings Call of JTL Industries Ltd
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Author: Raoji
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Linkfest: 19 October, 2023
Some stuff I am reading today morning:
India-UK FTA deal may get delayed (Rediff)
Used phones become new craze (BS)
PhonePe revenue jumps 77% to 2,914 Cr (Fortune)
Stock Talk: Paytm (MC)
Investing lesson from HDFC Bank stock (Morningstar)
Active MFs out number the stocks they invest in (MC)
Zombie Alert (Daily Reckoning)
Thread: Bond Vigilantes (James Lavish)
The Portfolio Liquidity Cycle (Seth Klarman)
The problem with P/E Multiples (Overlooked Alpha)
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