Pharmacy: Better Unit Economics

Source: Investor Presentation of MedPlus Health Services Ltd


Linkfest: 11 August, 2022

Some stuff I am reading today morning:

Fare caps to go away in Indian skies (MC)

No consensus yet on 28% GST for online gaming, casinos (BS)

NASDAQ soars into bull market as inflation fears recede (ZH)

EU ban on Russia coal goes into effect (Oil Price)

Paytm & Piramal Finance tie-up (Fortune)

PAN to become mandatory for Crypto Investors (Rediff)

Since the stock market bottomed (Irrelevant Investor)

4 ways Longevity is going to affect your retirement plans (Morningstar)

Value Spreads are back to tech bubble highs (Cliff Asness)

Rare skills (Morgan Housel)


Linkfest: 10 August, 2022

Some stuff I am reading today morning:

Govt plans entry barriers for Chinese mobile firms (FE)

Electricity reform plans attract protests (Fortune)

Iran nuclear deal could send oil prices to $80 (Oil Price)

Airtel to launch 5G services this month (Rediff)

Company: Steelbird (Forbes)

Should SDLs be a part of your debt portfolio? (Morningstar)

10 things investors are bad at (Behavioural Investment)

The geopolitics of inflation (Daily Reckoning)

Why the market is bouncing (TRB)

Deep Dive: Alcoa (Value Punks)


What the Cost Structure of a Hospital looks like

Source: Investor Presentation of Narayana Hrudayalaya Ltd

Chemicals Infographics

The Pigment Approval Cycle

Source: Investor Presentation of Sudarshan Chemicals Ltd