ConferenceCall Macro

India: Hot Core

Source: Earnings Call of Schaeffler India Ltd


Linkfest: 27 February, 2024

Some stuff I am reading today morning:

US & India: A tale of two bull markets (FT)

Adani Defence sets up South Asia’s largest ammunition complex (Fortune)

On Reliance-Disney merger (BT)

SAIL’s potential 4000 Cr windfall (BW)

Why Whirlpool sold its India stake (CNBC TV18)

Kitex CEO Sabu Vs Kerala CM Vijayan (OnManorama)

Financial shenanigans at Bilcare (Money Life)

Thread: On Hold Forever (Skwigglylines)

How much cash should one’s portfolio have (Oblivious Investor)

Gemini & Google’s culture (Stratechery)


Linkfest: 26 February, 2024

Some stuff I am reading today morning:

ED summons Hiranandani Group promoters (HT)

Xiaomi bets big on EV (CNBC)

EVs are a bust (DR)

Crazy rich young Indians are buying Lamborhinis (FE)

The Paytm Controversy (Money Life)

2023 Annual Letter (Berkshire Hathaway)

The rise of Emerging Market Banks (Polen Capital)

Millionaires don’t use astrology, Billionaires do (Nick Maggiulli)

Easily avoided (Humble $)

The Ackman Discount (Net Interest)


Weekend Mega Linkfest: 23 February, 2024

Some off beat reads for the weekend:

How BJP is using the Saral app (ROW)

How BJP is a ‘washing machine’ (Wire)

Dr Jaishankar at the Raisina Dialogue (Print)

Anti-Pak protests in PoK (Organiser)

The last days of Julian Assange in Britain (Declassified UK)

Will Iran enter a regional war? (Cradle)

US-Iran proxy wars in the Middle East (Arab News)

When Hamas hit US suburbia (TOI)

Why Putin is no rush to end the Ukraine war (Al Majalla)

Kurds causing unrest in Japan (Rair Foundation)

The future of the Quad (ORF)

Plov: Uzbekistan’s rice dish (BBC Travel)

Drive: Ranthambore (Team BHP)

15 Cases where Devdutt Pattanaik was exposed (The Flain)

Obituary: Fali S Nariman (Open)


Opalware: 4x in 8 years

Source: Earnings Call of Borosil Ltd