Categories
Links

Linkfest: 16 January, 2024

Some stuff I am reading today morning:

PNC Infra sells 12 road assets for 9,000 Cr (MC)

Stock Talk: Polycab India (BT)

India’s first $1 Trillion stock (NDTV Profit)

Sovereign Gold Bonds shine in FY24 (BS)

Ramonomics (Money Life)

Manufacturing tax sops near sunset (Forbes)

Indian Startup predictions for 2024 (Inc42)

A guide to navigating Quarterly Noise (Anand Sridharan)

How to generate consistently good returns (Howard Marks)

Houthis attack US ships in Red Sea (AP News)

Categories
ConferenceCall Railways

India Rail: 10,000 High Speed Networks

Source: Conference Call of Rail Vikas Nigam Ltd

Categories
MegaTrends

Mega Trend: Desi Chinese

Source: Investor Presentation of Tata Consumer Products Ltd

Categories
Exchange Filings

ADSL: Chalo Ayodhya

Source: Exchange Filings of Allied Digital Services Ltd

Categories
Links

Linkfest : 15 January, 2024

Some stuff I am reading today morning:

Tata Consumer’s 7000 Cr Buyouts (NDTV Profit)

TCS plans a new playbook ( BT )

Risks of Ola Electric IPO (Forbes)

India-Japan Fund invests 400 Cr in Mahindra (Fortune)

Stock Analysis: Relaxo Footwears (Dr Vijay Malik)

Interview with David Rosenberg (The Market)

The folly of selling on bad news (2Point2Capital)

Lessons learned the hard way (Rob Henderson)

Ideas that stuck 2023 (Real Returns)

Memo: Easy Money (Howard Marks)