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InvestorPresentations

Redington: Remarkable ROCE

Source: Investor Presentation of Redington (India) Ltd

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Links

Linkfest: 08 February, 2022

Some stuff I am reading today morning:

HDFC Group shares falter (BS)

No taper tantrum in India (FE)

Bidder of BSNL land assets fails to get buyers ( Rediff )

Hyundai suffers backlash in India ( Reuters )

How Air India got its name 75 years back (MC)

The Stockdale Syndrome in Investing (8020 Investor)

Diversification never gets blown out (Common Sense)

Is the beginning of Facebook’s downfall? (LA Times)

Non-Fungible People (A VC)

Metaverse real estate sales top $500 Million (CNBC)

Categories
Chemicals InvestorPresentations

Aarti Industries: Growth Estimates

Source: Investor Presentation of Aarti Industries Ltd

Categories
Exchange Filings

Gujarat Alkali: Kabhi Road, Kabhi Rasayan

Source: Exchange Filings of Gujarat Alkalies & Chemicals Ltd

Categories
Links

Linkfest: 07 February, 2022

Some stuff I am reading today morning:

FPI selling continues in Feb (FE)

DCGI gives nod to Sputnik Light in India (MC)

Adani to set up data centre in Mumbai (BS)

Bharat Pe: Another Founder Vs Investor battle (Rediff)

$90 oil is only the beginning (Oil Price)

The Psychology of saving money ( Chris Mamula)

Baupost 2021 Year End Letter (Seth Klarman)

OAM Asian Recovery Fund Letter to Investors (OAM)

David Tepper: The King of bouncing back (Neckar Cap)

Global Opportunities: Japanese Equities ( Calamos)