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ConferenceCall

Motherson: Dont Worry, Be Wired

Source: Earnings Call of Motherson Sumi Wiring India Ltd

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Links

Linkfest: 07 February, 2024

Some stuff I am reading today morning:

Sectors that saw the biggest Foreign outflows in Jan (NDTV Profit)

Fresh details of India-China skirmishes on Ladakh Border (Wire)

China’s tools for propping up its stock market (CNBC)

China regulator announces more curbs on short selling (MC)

Ola’s valuations slashed to $1.88 Billion (Rediff)

Top realtors go on land buying spree (FE)

Just keep buying (Jago Investor)

What type of investor are you? (BI)

S&P addiction (Investment Talk)

Letter to Investors (Greenhaven Road Capital)

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InvestorPresentations MFI

Fusion: Punjabi Tadka

Source: Investor Presentation of Fusion MicroFinance Ltd

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ConferenceCall

J Kumar: Grave Issue

Source: Earnings Call of J Kumar Infra Projects Ltd

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Links

Linkfest: 06 February, 2024

Some stuff I am reading today morning:

Hyundai India to raise $3 Billion via IPO (NDTV Profit)

The Mega Infra Makeover (Fortune)

Interview with Christopher Wood (The Market)

China tightens trading restrictions for investors (MC)

Elon Musk & Passive Investing ( Silver Light Invest)

Using valuations to navigate the cycle (Top Down Charts)

Retail as a Service (Big Picture)

10 startups we have invested in (Generalist )

Nandan Nilekani’s philantrophic investments (Forbes)

On Spending Money (Morgan Housel)