Source: Exchange Filing of 3M India Ltd
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3M India: First Time in History
Source: Exchange Filing of 3M India Ltd
Author: Raoji
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Linkfest: 09 November, 2022
Some stuff I am reading today morning:
13,000 Crore churn due to MSCI India Index rebalancing (BS)
Thread: The FTX drama that is blowing up Crypto (Shaan Puri)
Family Offices may shift to GIFS IFSC (FE)
Company: Sundaram Home Finance (BI)
Thread: Hyperbole of 3i Infotech (Leading Nowhere)
Rebalancing is not always optimal (Bharat Shah)
Do nothing dammit (Anand Sridharan)
Valuations of early stage startups are holding up (Institutional Investor)
META: Corporate Governance (Aswath Damodaran)
Changing world order is approaching Stage 6 (Ray Dalio)
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5 Star Finance: 7 Star Risk Management
Source: RHP of Five-Star Business Finance Ltd
Interesting to see the Chief Risk Officer report directly to the legendary TTS of Sundaram Finance
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Practicioners Vs Gyaani Babas
Source: Elliott Letter to Investors
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Linkfest: 07 November, 2022
Some stuff I am reading today morning:
$25-$50 Billion to flow into India in next 1 month (CNBC)
Reliance to acquire METRO Cash & Carry (BW)
Jio to acquire RCom’s tower, fibre assets (BT)
Tirupati Temple richer than Wipro, ONGC (BS)
IT Department conducts survey at Jyothy Labs (MC)
Sector Watch: Dairy (Fortune)
Stock Talk: Adani Ports (FE)
NFTs: Creator Royalties (A VC)
Is your portfolio ready for nuclear war? (Daily Reckoning)
Letter to Investors (Elliott)