Source: Investor Presentation of PNB Housing Finance Ltd
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Author: Raoji
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Linkfest: 28 October, 2022
Some stuff I am reading today morning:
Tatas to set up India’s first private sector Aircraft manufacturing unit (BW)
RBI schedules additional MPC meeting on Nov 3 (Fortune)
On Kerala HC ruling on Dhanlaxmi Bank (MC)
India’s Russian Oil binge (BS)
P C Jeweller defaults on 3,466 Cr (FE)
Letter to Mark Zuckerberg (Sid Choraria)
Thread: Why most investors don’t succeed (Lyall Taylor)
A Primer on Free Cash Flow (Aswath Damodaran)
The China Dream: To be someplace else (The Market)
Cumulative Vs Cyclical knowledge (Morgan Housel)
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2022 Alpha Ideas 20-20 Meet – Sold Out
I had blogged earlier about hosting a 20-20 Meet.
Thanks to your support, the Event has been sold out.
The details of the Meet are as follows:
Date: Tuesday 08 November, 2022. Its a bank & stock market holiday due to Guru Nanak Jayanti
Venue: The Grand Ballroom, Taj Santacruz, Mumbai. This is right next to T1 Terminal of Mumbai International Airport
Time: 8:30 am – 6:30 pm
Format: 20 Speakers to speak on 20 Minutes each on their best idea. No Q&A
Indicative List of Speakers Confirmed So Far (In Alphabetical Order) :
Aashish Upganlawar – InvesQ
Abhisar Jain – Monarch AIF
Abhishek Basumallick – Intelsense
Aditya Sood – InCred
Amit Jeswani – Stallion Asset
Ashwini Agarwal – Demeter Advisors LLP
Aveek Mitra – Aveksat Financial Advisory
Ayush Mittal – Mittal Analytics
Bharat Shah – ASK Investment Managers
Gaurav Parikh – Jeena Scriptech Alpha Advisors
Jeevan Patwa – Sahasrar Capital
Lakshminarayanan K G – Tunga Investments
Manish Gupta – Solidarity Investment Managers
Neil Bahal – Negen Capital
Niteen S Dharmawat – Aurum Capital
Prakash Diwan – Altamount Capital
Rahul Dhruv – Pegasus
Rikeen Dalal – Ficom Advisory LLP
Rusmik Oza- Kotak Securities
Smitesh Sheth- Raedan Securities
Varun Goenka – Value Quest
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Linkfest: 27 October, 2022
Some stuff I am reading today morning:
Russia shares ‘dirty bomb’ concerns (RT)
India growth amidst global recession (Forbes)
Dabur acquires Badshah Masala (BW)
Stock Analysis: Asahi India Glass Ltd (Dr Vijay Malik)
Making of White Revolution 2.0 (BI)
Managing bad debt reporting (Bala)
3 Lessons from Andrew Beer (Validea)
Trading: On avoiding big losses (All Star Charts)
The absurdity of 100% inflation in Argentina (Guardian)
Expectations & Reality (Morgan Housel)