Author: Raoji
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Linkfest: 28 January, 2022
Some stuff I am reading today morning:
Tatas get control of Air India after 7 decades (BS)
ED arrests Karvy Group CMD, CFO (Fortune)
Why Sodium is Mukesh Ambani’s big battery bet (Climateer)
Thread: Why Boat is not a sustainable company (Kush Agarwal)
Stock Talk: Canara Bank (Phoenix Capital)
Company Profile: Godavari Biorefineries (BI)
The Fed has no real plan (Ryan McMaken)
But are you short the market? (Marginal Revolution)
How You Tube became unstoppable (Protocol)
Dollars ex Machina (Doomberg)
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Car Trade: ESOP Vehicle
Amusing to see ESOP costs are 2/3rds of the revenue !
Source: Investor Presentation of CarTrade Tech Ltd
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Uday Kotak : Brace Up
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Linkfest: 27 January, 2022
Some stuff I am reading today morning:
Fed points to rate hikes in March (CNBC)
Oil touches $90 a barrel (BT)
Uday Shankar, James Murdoch to pick up 39% in Network 18 (BS)
TCS,Infosys amongst top 3 IT services brands globally (MC)
PSUs: The underdogs (BI)
Observations from the recent market decline (Validea)
Don’t shine the turd (Craig Shapiro)
Market Rorshach Test (Barry Ritholtz)
Big Skills (Morgan Housel)
A timeline of China’s eCommerce Sector (Investor Insights)