Categories
Exchange Filings

Paytm: ESOP Sahi Hain

Hat Tip: SD

Source: Exchange Release of One 97 Communications Ltd

Categories
Links

Linkfest : 10 May, 2022

Some stuff I am reading today morning :

LIC IPO subscribed 2.9x ( FE )

Rupee closes at all time lows against $ ( BS )

Bloodbath in US equity markets ( Zero Hedge )

Will the CBI act in the NSE scam ? ( Debashis Basu )

Pathlabs : Life beyond Covid ( Fortune )

Gold’s strange behavior ( Wealth Management )

India can be the world leader in green hydrogen exports ( Oil Price )

New biz model for Twitter ( Not Boring )

A few beliefs ( Morgan Housel )

Third Point Capital Q1 FY22 letter (TPC )

Categories
Excerpts

Thanks but No Fangs

Source : Ruchir Sharma in FT
Categories
InvestorPresentations

A Billion $ in Cash

Source: Investor Presentation of L&T Infotech Ltd

Categories
Links

Linkfest: 09 May, 2022

Some stuff I am reading today morning:

Foreign Fund’s share in Equities at 19.5% (BS)

On Axis MF front-running (Free Fincal)

On the LIC Business ( Mouli Raj)

Company: RR Kabel (BI)

The Illusion of passive investing (PAL)

How to think & act for the long term (Michael Batnick)

Trend models are telling to go short (Mr Zepczynski)

On Inflation (Dr Aswath Damodaran)

Startups: The Burn Multiple (Craft Ventures)

Strategies for a Bear Market (Asian Century Stocks)