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MegaTrends

Mega Trend: India EV Industry

Source: Investor Presentation of Tata Motors Ltd

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Links

Linkfest: 07 December, 2023

Some stuff I am reading today morning:

Warburg Pincus to sell 1.3% stake in IDFC First Bank (MC)

PE firms may take stake in Adani Wilmar (BS)

Paytm to reduce small ticket loan disbursals (BT)

How Toyota found its footing in India (Forbes)

India’s strategy for Steel Sector decarbonisation (BW)

$20 Billon of Lock-In shares to hit market by March 2024 (Fortune)

Is SEBI toothless? (Money Life)

Jamie Dimon lashes out on Crypto (CNBC)

The best Venture firm you’ve never heard of (Generalist)

Why do investors play low probability games? (BI)

Categories
InvestorPresentations SME

Maximus: 12x in 5 Years

Source: Investor Presentation of Maximus International Ltd

Categories
ConferenceCall

Cello: Write to Win

Source: Earnings Call of Cello World Ltd

Categories
Links

Linkfest: 06 December, 2023

Some stuff I am reading today morning:

The Modi Premium (Money Life)

India set to be world’s 3rd largest economy by 2030 (BS)

Moody’s cut China’s credit outlook to negative (CNBC)

Indigo takes flight to recovery (Fortune)

60%-70% of IPO applications coming via UPI (MC)

American Equities: Santa Claus Rally (FE)

Interview with Puneet Dalmia (Forbes)

Interview with Kevin Duffy (The Market)

When should you average down? (Ian Cassel)

Risk & Return are interchangeable (Oblivious Investor)