Categories
Links

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)

Categories
InvestorPresentations

Sharda Cropchem: Currency Casualty

Hat Tip: BS

Source: Investor Presentation of Sharda Cropchem Ltd

Categories
Excerpts

Equitas : Revenge of the Low Level Employee

Categories
Links

Linkfest : 26 July, 2022

Some stuff I am reading today morning:

Govt,LIC may offer 60% stake in IDBI Bank (FE)

Govt of Ministers propose 28% GST on entire bet amount (BT)

Policy Bazaar’s IT system gets hacked (Fortune)

Zomato tanks as lock-in for pre-IPO investors ends (BS)

Sector Watch: Airports (Ventura)

The biggest risk in business & investing (Anand Sridharan)

On Sequence Returns Risk (Basu Nivesh)

Zuckerberg’s Biggest Bet may not pay off (WaPo)

Canada, Netherlands look to cut fertilizer usage (ZH)

Thread: Mark Cuban made no profits from ‘Shark Tank’ (Newsbytes)

Categories
InvestorPresentations

Gokex: Heads Now, Tails Later

Source: Investor Presentation of Gokaldas Exports Ltd