Source: Q1FY23 Investor Presentation of Reliance Industries Ltd
Author: Raoji
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Linkfest: 28 July, 2022
Some stuff I am reading today morning:
Full recap of Fed’s 75 bps rate hike (CNBC)
RBI to hike by 35 bps next week (Rediff)
Fed hike will intensify risks for Asia’s Central Banks (BS)
BSNL gets revival package of 1.64 Lakh Crores (Fortune)
Rise of Domestic Investors (BW)
Zomato 2022 Valuation Upgrade (Dr Aswath Damodaran)
Stock Analysis: Safari Industries (Dr Vijay Malik)
Be grateful for the losses (All Star Charts)
The risk free rate changes everything (F&F)
Breaking down a Tesla (Collaborative Fund)
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Bundle Talk
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How to build a Concentrated Portfolio
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Linkfest: 27 July, 2022
Some stuff I am reading today morning:
Adani group to invest $70 Billion in green energy infra (BS)
Bangladesh’s economic woes mount (BT)
India to build armed drone swarms indigenously (BW)
How Maruti is gearing up to win the SUV market (Forbes)
Company : Kutchina (BI)
Listed startups need to learn governance & profitability (Debashis Basu)
Why this crash may get over soon (Nick Maggiulli)
Why history matters (Investor Amnesia)
Good Losses & Bad Losses (Michael Mauboussin)
Memo: I beg to differ (Howard Marks)