Source: Investor Presentation of Mahindra Holidays & Resorts Ltd
Author: Raoji
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Linkfest: 26 July, 2023
Some stuff I am reading today morning:
IMF revises India’s FY24 forecast to 6.1% (Rediff)
Paytm to generate free cash flow by year end (Forbes)
FED FOMC meeting begins today (MC)
India’s crackdown on Chinese firms (BT)
70% drop in funding jolts startups (Fortune)
A textbook non-recessionary bear market (Common Sense)
The Return on Hassle Spectrum (Of $ and Data)
Underperforming your own assets (Big Picture)
Panic buyers load up on rice supplies (Climateer)
The Donkey Kong $ (Urban Kaoboy)
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Who’s Collecting?
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Poonawalla: Combo Choice
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Linkfest: 25 July, 2023
Some stuff I am reading today morning:
Instant settlement in stock markets (BT)
ITC Board approves demerger of Hotels Biz (Fortune)
Reliance partners Brookfield for data centre business (Rediff)
Twitter has become X (The Street)
15 Smallcaps that are favourites of Mutual Funds (MC)
Startup: PhysicsWallah (Forbes)
Another Bubble (Daily Reckoning)
The One Enduring Investment Strategy (Charlie Munger)
You never know with the restaurant biz (Herb Greenberg)
The Trillion $ scam (Yahoo)