Categories
Links

Linkfest: 23 March, 2022

Some stuff I am reading today morning:

Fertilizer prices are at record highs (CNBC)

Oil rises towards $116 (FE)

Maharashtra builders threaten to stop work (FPJ)

I-T department searches Hiranandani Group (MC)

Costs of EVs to be at par with petrol vehicles (BS)

SpiceJet: A tale of bad faith (Fortune)

Thread: Investing in Cyclicals (Jiten Parmar)

How to do business analysis of chemical cos (Dr Vijay Malik)

More market pain for growthsters (BVI)

Silicon Valley’s richest Russian (Business Week)

Categories
SME

Achyut: HR Promise

Source: Draft Prospectus of Achyut Healthcare Ltd

Amusing to see a prospectus with around a lakh in employee expenses.

Also interesting to note their HR promise.

Categories
Observations

Zomato: Tall Order

Source: Zomato Blog

Categories
Links

Linkfest: 22 March, 2022

Some stuff I am reading today morning:

86% of Farmer Groups supported Farm Laws (BS)

New Crypto tax clarification will kill Crypto in India (MC)

RBI: No chance of India falling into stagflation (Rediff)

Ruchi Soya OFS from March 24 (CNBC)

Tangshan, China’s biggest steel centre, affected by Covid (GT)

Maruti’s EV plans (Forbes)

Stock Talk: Piramal Enterprises (Ventura)

Market reaction to Russia-Ukraine War (Aswath Damodaran)

Keeping it simple (A VC)

Unbundling advertising (Ben Evans)

Categories
Chart Inflation

What worked in the 1970s?

Source : BofA Research