Categories
Links

Linkfest: 05 July, 2023

Some stuff I am reading today morning:

Random Thoughts at Market Highs (Debashis Basu)

IPO Watch: Senco Gold (Arun Kejriwal)

Menace of Finfluencers (Fortune)

3 simple rules for Micro Caps (Rajiv Mehta)

Why Sports Leagues are taking off in India (Forbes)

Contrarians are usually wrong (Ben Carlson)

Satya Nadella’s End Game (Super Joost)

Chart Watching Market Timers fail again (Mathematical Investor)

The secret to keeping shareholder turnover low (Buffett)

Actionable Feedback (Seth Godin)

Categories
Exchange Filings SME

Concord: Only 43x Sales

Source: Exchange Filings of Concord Control Systems Ltd

Categories
Startups

India Startup Stats

Source : Nandan Nilekani presentation

Categories
Links

Linkfest: 04 July, 2023

Some stuff I am reading today morning:

Sensex, Nifty touch new highs (BW)

The stock market rally that shocked everyone (Bloomberg)

Reliance Jio launches Jio Bharat Phone (MC)

IDFC First Bank to merge with IDFC Ltd (BT)

76% of 2000 Rs Notes have been returned (RBI)

India’s debt markets & FPIs (FE)

How IITs are fuelling the startup boom in India (Forbes)

IBC in severe distress (BI)

Interview with Larry McDonald (The Market)

My dumb equity investment mistake (Morningstar)

Categories
Chemicals InvestorPresentations

DCW : Southern Jewel

Source: Investor Presentation of DCW Ltd