Source: Investor Presentation of Maruti Suzuki Ltd
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Ambuja: Billion $ in Cash
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Linkfest: 31 January, 2024
Some stuff I am reading today morning:
All eyes on FED meeting (CNBC)
IMF raises India’s 2024 growth forecast to 6.7% (BT)
Tata Motors overtakes Maruti Suzuki’s market cap (Fortune)
Swiggy FY23 losses exceeds 4000 Cr (NDTV Profit)
Fidelity cuts Meesho valuation further (FE)
Why Lithium prices crashed by 80% (Oil Price)
On US response to American deaths in Middle East (Politico)
Jamie Dimon’s $4 Trillion machine (NY Mag)
A good idea, well executed (Seth Godin)
Research: Institutions are slow to sell (Alpha Architect)
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Linkfest: 30 January, 2024
Some stuff I am reading today morning:
On Budget 2024-25 (Forbes)
LIC’s proposed stake buyout in HDFC Bank (MC)
Stock Talk: Concor (Yatin Mota)
On India’s nuclear power plans (Power)
SIP is powering India’s Mutual Fund Industry (BS)
Byju’s rights issue at 99% lower valuations (FE)
1992- India’s original Fintech Moment (BW)
Interview with Bryan Whalen (The Market)
The bête noire of private equity (II)
One step closer to War (DR)
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