Source: Investor Presentation of Praj Industries Ltd
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Author: Raoji
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Linkfest: 24 March,2022
Some stuff I am reading today morning:
India crosses $400 Billion in exports (Rediff)
Ambani Vs Adani rivalry is getting intense (BS)
I-T department raids Hero Motocorp (MC)
Hotel Industry near full recovery from Covid (FE)
Startups: India’s first Unicorn couple (CNBC)
CSR Vs HNI Philantrophy (Fortune)
Thread: On the wisdom of the markets (Aiex UA)
When the optimists are too pessimistic (Nick Maggiulli)
How people think (Morgan Housel)
How Russian Oligarchs stow away their money (Scott Galloway)
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India is #5
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Paytm : Confusing Clarification
BSE had asked Paytm for a clarification of its price movement.
Paytm clarified as follows:
But the clarification omits the fact that Paytm had given a monthly update on 14 Feb, 2022.
The clarification also omits the monthly update a few days back also on 15 March, 2022 which mentioned about RBI’s action against Paytm Payments Bank.
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Linkfest: 23 March, 2022
Some stuff I am reading today morning:
Fertilizer prices are at record highs (CNBC)
Oil rises towards $116 (FE)
Maharashtra builders threaten to stop work (FPJ)
I-T department searches Hiranandani Group (MC)
Costs of EVs to be at par with petrol vehicles (BS)
SpiceJet: A tale of bad faith (Fortune)
Thread: Investing in Cyclicals (Jiten Parmar)
How to do business analysis of chemical cos (Dr Vijay Malik)
More market pain for growthsters (BVI)
Silicon Valley’s richest Russian (Business Week)