Categories
Links

Linkfest: 11 July, 2023

Some stuff I am reading today morning:

Foxconn pulls out of Vedanta JV (Forbes)

Lenders tell SC to wind up Jet Airways ( BS )

Indian co linked to Russian Oil disappears ( Oil Price )

Company: Anupam Rasayan ( BI )

The Credila success story ( Rediff )

Size does matter (2Point2 Capital)

5 Revealing Pictures ( Sapient Capital )

Beware the BBQ pitch ( Katusa )

Never be in a hurry to sell ( Tom Gayner )

Memo : Taking the temperature ( Howard Marks )

Categories
Exchange Filings

DGML: Prescient Prediction

Hat Tip: US

Source: Investor Presentation of Deccan Gold Mines Ltd

Interesting that the stock doubled in price since the presentation came out on 13 March, 2023

Categories
Exchange Filings

RMC: Electrifying Vision

Source: Exchange Filings of RMC Switchgears Ltd

Categories
Links

Linkfest: 10 July, 2023

Some stuff I am reading today morning:

India could become a magnet for FDI (BS)

Unease over Reliance Retail buyback offer (FE)

Swiggy, Zomato discounts are a farce (Forbes)

RIP HDFC Ltd (Bala)

How Air India got funds to buy planes (Rediff)

India’s Lab-grown Diamonds (MC)

The economics of selling on the Internet (FTM)

Six Criteria to avoid value traps (Validea)

Remember, Don’t fight the FED? (Ben Carlson)

Customer traction is the hardest part (Seth Godin)

Categories
Links

Linkfest : 07 July, 2023

Some stuff I am reading today morning:

Monsoon nears normal range ( FE )

Adani Green to raise 12,300 Cr ( Rediff )

How Senco Gold stuck gold ( Forbes )

Return of Wind Sector ( Fortune )

Interview with Lalit Dua ( You Tube )

Blackrock’s move into Crypto ( Coin Desk )

China should repay pre-1949 debt ( Climateer )

Investing is not for everyone ( Munger )

Risk Capacity is more important than Risk Tolerance ( Morningstar)

Smart things smart people said ( Morgan Housel )