Source: Investor Presentation of Aarti Pharmalabs Ltd
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Author: Raoji
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Linkfest: 27 June, 2023
Some stuff I am reading today morning:
7 cos have IPOs this week (Fortune)
IPO Watch: ideaForge (Arun Kejriwal)
IPO Watch: Cyient DLM (MC)
Tax Evasion at Shree Cements (Money Life)
Why Amazon,Google raised their India bets (Rediff)
Company: Siegwerk India (BI)
Have debt , won’t pay (Bala)
AI’s winners, losers and wannabes (Aswath Damodaran)
Do private investments belong in a diversified portfolio? (Morningstar)
Malthus and the misallocation of Capital (The Market)
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Get Rich Quick
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Linkfest: 26 June, 2023
Some stuff I am reading today morning:
India poses serious threat to Middle East aviation hubs (SCMP)
Google investing $ 10 Billion in India’s digitisation fund (Rediff)
IPO Watch: ideaForge (MC)
Company Watch: VA Tech Wabag (BI)
Sector Watch : Micro Finance (FE)
On investment firms, brand & reputation (Anand Sridharan)
Markets will pivot (TRB)
What can the CIA teach investors? (BI)
How Returns happen (Fortunes & Frictions)
Munger on AI (CNBC)