Source: FY23 Annual Report of Hindustan Construction Ltd
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Author: Raoji
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BHEL: 50-50
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Monte Carlo: XXL
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Linkfest: 08 September, 2023
Some stuff I am reading today morning:
US President Biden in India today (MC)
India’s policy contradictions (CNBC)
Foxconn Chief excited about India (Rediff)
L&T wins $4 Billion order from Saudi Aramco (BS)
Why FMCG cos want a bite of Haldirams (FE)
Bubbles & Bubbles (Irrelevant Investor)
Sing me a song of valuation (Wisdom Tree)
The rise & fall of ESPN’s leverage (Stratechery)
Even if you knew the future (Microcap Club)
Respect & Admiration (Morgan Housel)
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