Categories
REIT

Embassy REIT: Man Gaye

Source: Exchange Filings of Embassy Office Parks REIT

Categories
Exchange Filings

Private Capex: Two Examples

Heartening to see private capex picking up.

Example 1: Enkei Wheels (India) Ltd

Example 2 : Sunshield Chemicals Ltd

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Links

Linkfest: 16 February, 2022

Some stuff I am reading today morning:

What went wrong with ABG Shipyard? (MC)

Thread: Rajeev Jain bro (Intrinsic Compounding)

Stock Talk: SNL Bearings Ltd (Dolly)

Revisiting the FANGAM stocks (Aswath Damodaran)

Minsky Moments in Venture Capital (Abraham Thomas)

Crypto market back above $2 Trillion (Decrypt)

Tencent backed Sea’s $16 Billion Crash (BS)

Not a Rare to Spare (Doomberg)

The quest for intangible value (Neckar)

Q4 2021 Letter to Investors (Hayden Capital)

Categories
ConferenceCall FMCG

HUL: Baap Baap Hota Hai

Source: Q3 FY22 Earnings Call of Hindustan Unilever Ltd

Categories
Exchange Filings

Apollo Micro: From Sea to Sky

Source: Exchange Filings of Apollo Micro Systems Ltd