Categories
Links

Linkfest: 19 January, 2024

Some stuff I am reading today morning:

Fate of $10 Billion Zee-Sony deal to be decided today (BT)

Climax nears for 11,000 Cr KK Modi Family Dispute (BW)

Corporate India on overdrive to celebrate Ram Mandir inauguration (BS)

India goes Big at Davos (CNBC)

India’s Emergence and Quest for Global Trust (Gautam Adani)

NSE continues to be world’s largest Derivatives Exchange (FE)

Company: Jyothy Labs (Forbes)

Teaching Note on Cochin Shipyard (Fundoo Professor)

The Negative Checklist (Novel Investor)

Information that would get your attention (Morgan Housel)

Categories
InvestorPresentations

Dhanda Nahin Aasan

Source: Investor Presentation of Supreme Petrochem Ltd

ये  धंदा   नहीं  आसां , इतना  तो  समझ  लीजिये
एक  आग  का  दरिया  है , और  डूब  के  जाना  है

Categories
Observations

Check Nominal, Not Real

Source: Investor Presentation of 360 One WAM Ltd

Categories
Links

Linkfest: 18 January, 2024

Some stuff I am reading today morning:

Bloodbath on Indian bourses (Rediff)

LIC overtakes SBI to become most valuable PSU (FE)

OFS in NHPC (MC)

Analysis of 2023 IPOs (Fortune)

TN town looking to exploit Russia’s egg crisis (BS)

How a Bangalore Dosa chain went viral (NDTV Profit)

Senior Citizen FDs offering 9.1% interest rates (FE)

2024: A pivotal year on the brink (Ray Dalio)

The stock market is America’s Mona Lisa (Common Sense)

Research: Trading by Corporate Insiders (SSRN)

Categories
Cartoon

Up,Up, Then Up