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InvestorPresentations

Adani: What Wealth Creation Looks Like

Source: Investor Presentation of Adani Enterprises Ltd

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Links

Linkfest: 19 July, 2023

Some stuff I am reading today morning:

Special pre-open session for Reliance Industries (MC)

Outward remittances surge to $2.9 Billion in May (Rediff)

Its raining orders for small electric bus manufacturers (FE)

Total Energies signs $27 Billion deal with Iraq (Oil Price)

Technical outlook on the markets (Nooresh Merani)

Mid-Year assessment for 2023 (Aswath Damodaran)

Market’s rise has nothing to do with earnings growth (Axios)

Why I am bearish over the remainder of 2023 (Real Money)

The market will regularly tell you’re an idiot (Seth Klarman)

Without the bad parts (Seth Godin)

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Chart

World’s largest listed Banks

Source : Financial Times

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Excerpts

Make in Gujarat

-Raj Kumar, Chief Secretary of Gujarat

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Links

Linkfest: 18 July, 2023

Some stuff I am reading today morning:

Sheela Foam to buy Kurlon for 2,150 Cr (Tribune)

20% Ethanol blending in Petrol by 2025 (Fortune)

The rise of Angel Networks in India (Inc42)

Interview with Temasek on India plans (MC)

Interview with Marko Papic (The Market)

How to get rich in the markets (Big Picture)

A blueprint for 10 Baggers (BBS)

Why is the stock market so strong (Daily Reckoning)

Warning Indicators (Katusa)

Some of our best businesses don’t grow (Buffett)