Categories
Links

Linkfest: 13 February, 2024

Some stuff I am reading today morning:

UPI launched in Sri Lanka, Mauritius (Money Life)

Tower Semiconductor in India (BT)

Hong Kong is over (FT)

MSCI February Review (NDTV Profit)

Theme: PSU Stocks (MC)

Stock Talk: Eveready (BI)

Bitcoin back to $50,000 (HT)

Can ChatGPT improve your stock picks? (AA)

The hidden dangers of malinvestment (AM)

Annual Investor Presentation (Pershing Square)

Categories
Exchange Circulars

Som: Pecker Promoters

Source: Exchange Release of Som Distelleries & Breweries Ltd

Categories
ConferenceCall

Gokex: 6 Rules of Acquisition

Source: Earnings Call of Gokaldas Exports Ltd

Categories
ConferenceCall

VBL: Debt Peak

Source: Earnings Call of Varun Beverages Ltd

Categories
Links

Linkfest: 12 February, 2024

Some stuff I am reading today morning:

Centre examining China FDI in Paytm (BT)

Xiaomi protests India’s scrutiny of Chinese cos (BS)

Interview with Anil Singhvi (Forbes)

Growing unemployment in India (Fortune)

A deep dive into Paytm (MC)

Company: Ujjivan Bank (BI)

On the Magnificient Seven (Aswath Damodaran)

Why realistic return expectations matter (MF Guy)

Lessons from Ed Thorp (Moon Tower)

Just focus on the fundamentals (Albert Bridge Capital)