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MegaTrends

Mega Trend: Mobile Gaming

Source: Investor Presentation of OnMobile Global Ltd

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Links

Linkfest: 10 November, 2021

Some stuff I am reading today morning:

Cryptocurrency market hits $ 3 Trillion (BS)

Crorepati Stocks (BT)

Chingari’s $19 Million Crypto Bet (MC)

Mounting troubles for India’s airlines sector (Fortune)

Fertilizer shortage may pinch farmers (Rediff)

The IPO frenzy (Abhishek Basumallick)

Interview with Bill Nygren & Dennis Lynch (Morningstar)

Bitcoin for the open minded sceptic (Matt Huang)

The Nothingness of Money ( Lawrence Yeo )

Growth Vs Value stocks ( Aaron Pek )

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Chart

Murugappa Group Overview

Source: Investor Presentation of Cholamandalam Financial Holdings Ltd

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InvestorPresentations

Britannia: Six in One Inflation

Source: Investor Presentation of Britannia Industries Ltd

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Links

Linkfest: 09 November, 2021

Some stuff I am reading today morning:

Stock Exchanges to implement T+1 (BS)

Thread : Paytm IPO ( Anurag Singh )

Nykaa- The true value of a Brand (Ankush Agarwal)

Is Piramal Pharma a special situation play? (Anish Moonka)

Reading Charts- A Checklist (Prabhakar Kudva)

Buying digital gold? Think twice (Fortune)

Interview with Thomas Gayner (Big Picture)

Discord: Imagine a place (Not Boring)

How to convert $20K to $250K (Colin Landforce)

A false sense of certainty (Abnormal Returns)