Categories
Observations

Adani Cos : The Trillion Club

Categories
Links

Linkfest: 26 April, 2022

Some stuff I am reading today morning:

LIC IPO likely to open on 4 May (BT)

Elon Musk buys Twitter (BS)

Company: P&G India (Forbes)

SME: Marg Techno-Projects (Dhruva Pandey)

Somany Ceramics adds more gloss (BI)

Raghuram Rajan: The anti-Cassandra of our times (First Post)

Interview with Dylan Grice (Meb Faber)

Brokers vie for subscription services (Protocol)

I don’t know (Charlie Bilello)

Never saw it coming (Morgan Housel)

Categories
InvestorPresentations

Vakrangee: Mature Stores, Immature Sales

Source: Investor Presentation of Vakrangee Ltd

Categories
Exchange Filings

63 Moons: Amavasya

Source: Exchange Filings of 63 Moons Technologies Ltd

Categories
Links

Linkfest: 25 April, 2022

Some stuff I am reading today morning:

India’s oil import bill doubles (BW)

Reliance calls off Future deal (Fortune)

Future Group shareholders will get completely wiped out (BS)

Maruti looks to ride SUV wave (Rediff)

Stock Analysis: Polycab India (Dr Vijay Malik)

Stock Talk: Prince Pipes & Fittings (Rama Krishna Vadlamudi)

Lindy Effect & long term forecasting (Abhishek Basumallick)

John Neff on low P/E strategy (Novel Investor)

Wrong side of the trade (Barry Ritholtz)

Fk you money (Zero Hedge)