Source: Investor Presentation of NRB Bearings Ltd
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Author: Raoji
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GRSE: Calm Seas Ahead
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Linkfest: 29 August, 2023
Some stuff I am reading today morning:
Chairman’s Speech at Reliance 2023 AGM (Reliance)
Another Hindenburg type attack suspected on Adani Group (BW)
China intervenes to stop foreign capital flight (Asia Times)
BRICS seize world’s commanding heights (DR)
Is Nagarjuna fertilising a conspiracy? (Money Life)
Tiger Global exits Zomato (MC)
On Trimming Positions (Guy Spiers)
The simple case for favoring real assets (The Felder Report)
15 Lessons from 15 Years (Think Newfound)
A framework for spotting Value Traps (Eagle Point Capital)
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