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Chart QSR

India’s Eating Out Market

Source: Investor Presentation of Westlife Foodworld Ltd

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Exchange Filings

Poddar: Poda to HDFC

Hat Tip: RP

Source: Exchange Filings of Poddar Housing & Development Ltd

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Links

Linkfest: 02 December, 2022

Some stuff I am reading today morning:

Softbank to sell 5% in Policy Bazaar today (MC)

RBI seen raising rates (BW)

Saurabh Mukerjea’s PMS is underperforming deeply (Mint)

How CFOs become the fall guys (Forbes)

Quality at the Right Price (Brian Langis)

IIFL MF launches India’s first tax saver index fund (Fortune)

Are MF NAVs near all time highs? (Stable Investor)

Thoughts on the Crypto market (Arca)

How VCs can get avoid getting tricked by obvious frauds (Rohit Krishnan)

What we learned in Q3 CY2022 (Octahedron Capital)

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InvITs REIT

Credit Profile of InvITs- REITs

Source : CRISIL

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Links

Linkfest: 01 December, 2022

Some stuff I am reading today morning:

Reliance Capital to go for Liquidation (BS)

Fed Chair Powell on inflation ( FED )

Obituary: Vikram Kirloskar (Forbes)

Amul Butter in short supply (Rediff)

On Bank Defaulter Jatin Mehta, Winsome Diamonds (Money Life)

Samit Vartak on his hits & misses (Morningstar)

Thread: Angel investing in startups Head Quartered Abroad (Aakrit Vaish)

How to avoid ‘Secondhand Smoke’ from illquid investments (II)

The big advantage of stocks is you have to be right in very few (Buffett)

Interview with Boaz Weinstein (Big Picture)