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InvestorPresentations

Phoenix: Soaring Ambitions

Source: Investor Presentation of Phoenix Mills Ltd

Categories
Links

Linkfest: 21 February, 2023

Some stuff I am reading today morning:

India invokes Emergency Law for coal-based power plants (Oil Price)

Tata Motors to supply 25,000 EVs to Uber (Fortune)

RBI ban on FLDG arrangement (FE)

Stalemate between Adani & Himachal truckers ends (Rediff)

The dismal reality of IIT placements (MC)

Stock Talk: Polycab (BI)

How to do business analysis of non-ferrous metal cos (Dr Vijay Malik)

Startup: Kissflow (Forbes)

Interview with Jim Chanos (The Market)

The perils of blind coat tailing (Rational Walk)

Categories
MegaTrends

Mega Trend: OTT in India

Source: Investor Presentation of Tips Films Ltd

Categories
Quotes

Charlie Munger on Shorting

Categories
Links

Linkfest: 20 February, 2023

Some stuff I am reading today morning:

Startup funding becomes more challenging (FE)

Cab aggregators navigate a regulatory maze (BS)

DLF’s K P Singh on Adani controversy (MC)

Bankruptcy resolution process begins at McLeod Russel (Fortune)

Stock Talk: PDS Ltd (BI)

Transcript: Charlie Munger at 2023 Daily Journal AGM (SC)

Emmanuel Todd on the current geo-political situation (Weltwoche)

Remarks delivered at 2023 Munich Conference (George Soros)

Play Defense with your money (Darius Foroux)

Risk eats Return (Verdad)