Categories
Links

Linkfest: 01 May, 2024

Some stuff I am reading today morning:

Nifty hits all time highs (DH)

Godrej Family amicably splits (BS)

Listed real estate players to see 10%-12% volume growth (FE)

KVS Manian quits Kotak Bank (Rediff)

Company: KPIT (Forbes)

Company: Luminous (BI)

Hedge Funds are ‘dead as a doornail’ (CNBC)

The Scar Bias (Nooresh Merani)

3 Views on the Yen Collapse (Discipline Funds)

Rat Race of Investors (Klementon)

Categories
InvestorPresentations

KPIT: Automobelievers

Source: Investor Presentation of KPIT Technologies Ltd

Categories
Observations

Wipro: Au Revoir

Source: BSE

Interesting to see that the former CEO of Wipro Ltd sold all his shares.

Vote of no confidence?

Categories
Links

Linkfest: 30 April, 2024

Some stuff I am reading today morning:

India Market Cap soars to all time highs ( Rediff )

Interview of PM Modi ( News18 )

Uncertainty at Bandhan Bank ( BT )

Joy Alukkas, India’s richest jeweller ( Forbes )

Silver ETFs gain traction ( BS )

Meta & Reasonable Doubt ( Stratechery )

Japan’s stealth profit boom ( Verdad )

How do businesses get premium valuations ( Microcap Club)

Secrets of Family Businesses ( BBS )

Profoundly Unserious ( Better Letter )

Categories
MegaTrends

Mega Trend: India eComm Retail

Source: CMS Consumption Report 2024