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Tweets

Nifty 15K to 16K

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Links

Linkfest: 03 August, 2021

Some stuff I am reading today morning:

SEBI eases trading in InvITs & REITs (MC)

Birla offers to give up his stake in Vodafone Idea ( Rediff)

Small business suffer after banks shut current accounts (BS)

Policybazaar files IPO papers (FE)

Stock Talk: NALCO (Phoenix Capital)

Edtech gold rush goes on (Fortune)

4 Learnings from my journey (Neil Parikh)

The investment case for Ethereum (Vineyard Holdings)

Advertising stagflation (Ranjan Roy)

How much is Rule of Law worth to markets? (Barry Ritholtz)

Categories
InvestorPresentations

Garware HiTech: Acche Din

Source: Q1 FY22 Investor Presentation of Garware Hi-Tech Films Ltd

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InvestorPresentations

IndiGrid: Superior Risk Adjusted Returns

Source: Q1 FY22 Investor Presentation of IndiGrid

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Links

Linkfest : 02 August, 2021

Some stuff I am reading today morning:

e-Rupi to be launched today (MC)

RBI likely to maintain status quo on rates (Rediff)

Petrol demand at pre Covid level (FE)

Adani group to enter petrochemicals business (BT)

Investing Dilemma (Ankush Agarwal)

How do you stake Cryptocurrencies? (Decrypt)

Is China that weird? (Farrer Wealth)

Blackstone’s moment ( Marc Rubinstein)

Extracting Value Vs Creating Value (Mr Stingy)

Memo: Thinking about macro (Howard Marks)