Categories
Excerpts

Vesuvius: Only L1 Matters

Source: Investor Meet Transcript of Vesuvius India Ltd

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Links

Linkfest: 16 May, 2023

Some stuff I am reading today morning:

WPI inflation turns negative (Fortune)

SEBI: Adani not probed since 2016 (FE)

India’s ‘Pharmacy of the world’ moniker under threat (Forbes)

Gilt Funds Vs Bank Fixed Deposits (Basu Nivesh)

On Greedflation (LA Times)

Roughly right or precisely wrong (Ben Carlson)

Cisco: A magazine cover gone wrong (Big Picture)

Maintaining fear is an incredible element in creation of wealth (Sam Zell)

Thread: On stock based compensation (Brian Feroldi)

Skipping the good days (Seth Godin)

Categories
Exchange Filings Pharma

Windlas: Trade Generics Tailwind

Source: Earnings Call Transcript of Windlas Biotech Ltd

Categories
Exchange Filings

Mankind: Chat IPO, Pat IT

Source: Exchange Filings of Mankind Pharma Ltd

Categories
Links

Linkfest: 15 May, 2023

Some stuff I am reading today morning:

3 Leading Brokers face multiple probes (BS)

Two Adani group firms to raise 21,000 Cr (BT)

Retail inflation falls to 18 month low (Fortune)

How AI will define the next decade (Chris Ford)

ONDC has made a promising start (MC)

Will performance based fees help MF investors? (MC)

HNI investors are getting greedy & over-confident (Forbes)

Concentration in the Stock Market (Ben Carlson)

Long term front running (ACS)

Does it pay to be an active investor? (Expectations Investing)