Categories
Links

Linkfest: 14 February, 2024

Some stuff I am reading today morning:

PM Modi launches 75,000 Cr solar rooftop scheme (Money Life)

Paytm NBFC lenders in trouble (BS)

Reliance crosses 20 Lakh Crore in market cap (MC)

Ant Financial’s stake value in Paytm declines (Rediff)

US inflation tops forecasts (Bloomberg)

SEBI rejects NSE’s settlement plea ( FE )

Company: Annapurna Swadisht (BI)

Interview with David Einhorn (Big Picture)

The PE fund that invests only in Whiskey (Axios)

How US became the world’s top oil producer (Oil Price)

Categories
InvestorPresentations

Inox India: Good Multiple

Source: Investor Presentation of Inox India Ltd

Categories
ConferenceCall MFI

Arman: Changing Culture

Source: Earnings Call of Arman Financial Services Ltd

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