Categories
Links

Linkfest: 31 August, 2023

Some stuff I am reading today morning:

India’s record dry August (BS)

32 Cos apply for IT Hardware PLI Scheme (BT)

Reliance loses zero-debt status (FE)

Why the rural economy isn’t out of the woods (Forbes)

Technical View: Interesting Charts (Nooresh Merani)

Gullible investors lured by fake trading profits (Money Life)

Optimizing Position Sizing (Flyover Stocks)

Why we don’t talk our book (Buffett)

Quarterly Letter to Investors (Hayden Capital)

How China became the King of new nuclear power (CNBC)

Categories
ConferenceCall

Aditya Vision: Bihar Bias

Source: Conference Call of Aditya Vision Ltd

Categories
Textiles

Textiles: Duty Matters

Source: Investor Presentation of Gokaldas Exports Ltd

Categories
Links

Linkfest: 30 August, 2023

Some stuff I am reading today morning:

Govt cuts LPG gas prices (Fortune)

World’s first 100% ethanol powered car in India (BS)

Major hospitals face huge attrition (MC)

The economics of Startups needs a reset (Forbes)

The Chauhan family of Parle (FE)

Nvidia on the Mountaintop (Stratechery)

Win Big, Lose Big (Mr Stingy)

Illiquidity- A feature or a bug (Savant)

How to be lucky (Sapient)

The absence of proof (Seth Godin)

Categories
InvestorPresentations

NRB: Thane Takings

Source: Investor Presentation of NRB Bearings Ltd