In the long run, stocks do really go up.
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Even in Japan
Author: Raoji
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Linkfest: 17 February, 2021
Some stuff I am reading today morning:
Tatas to buy 68% in Big Basket for 9,500 Cr (BS)
Lodha to file draft papers for IPO (Mint)
Amazon announces first manufacturing line in India (Amazon)
Balaji Wafers: Building a 2000 Cr brand (Forbes)
How this retail investor made a fortune in the market (Morningstar)
The Algebra of Wealth (Prof Galloway)
How this ends (A VC)
Why valuations won’t matter for a while (Common Sense)
Why investing is so much fun (Klementon)
Video: Interview with Chamath Palihapitiya (Bloomberg)
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Pre IPO: Manjushree Technopack
Manjushree Technopack is one of the largest packaging players in India
PE giant Advent had acquired the company in 2018 and is now promoter of the co. Advent recently infused more funds into the co via Compulsorily Convertible Debentures at a conversion price of Rs.1638 per share.
The latest annual report of the co can be found here
A very limited quantity of its shares are on offer for sale
For those interested,please email me at Alpha Ideas
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Linkfest: 16 February, 2021
Some stuff I am reading today morning:
Brookfield REIT IPO listing day strategy (FE)
JLR’s plans to go electric (BS)
Policybazaar eyes IPO of 4,000 Cr (Mint)
IPO Review: RailTel Corporation (MC)
4 Mid-sized PSU banks shortlisted for privatisation (CNBC)
Privatisation: But from which PM Modi? (Debashis Basu)
The most remarkable change has been Reliance Jio (Reed Hastings)
How Disney+ became a streaming heavyweight (WSJ)
Great investing is an art form (Hayden Capital)
Your big break (Seth Godin)