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
Categories
Forex

Forex Reserves : India is # 5

Source : BS
Categories
Links

Linkfest : 21 March, 2022

Some stuff I am reading today morning:

Diesel prices for bulk users hiked by 25 Rs/Litre (Rediff)

FY22 direct tax collections beat estimates (Fortune)

I-T Dept finds undisclosed income of 224 Cr at a startup (BS)

The State of Software (Voss Capital)

Thread : Analyzing a real estate co (Mihir Patki)

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

The inside story of Facebook Marketplace (Deb Liu)

Paradoxes of Life (Sahil Bloom)

Wise words from Walter Schloss (Novel Investor)

A fool and his gold (Doomberg)