Source: Earnings Call of Schaeffler India Ltd
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Chemicals: Sob Story
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Linkfest: 06 November, 2023
Some stuff I am reading today morning:
FPIs bearish bets are at record levels (BW)
FMCG EBITDA margins strong despite slow volume growth (FE)
How India is rejecting China (Fortune)
Interview with Charlie Munger (Acquired)
Interview with Ian Cassel (Morningstar)
How to do business analysis of real estate cos (Dr Vijay Malik)
Is the passive investing bubble about to burst? (The Market)
On Position Sizing (Special Situation Investing)
11 things I learned about investing (Alchemy)
Confessions of a middle class startup Founder (Intelligencer)
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Blog Break !
Will resume after a week.
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Weekend Mega Linkfest: 27 October, 2023
Some off beat reads for the weekend:
Cash for MP Questions (Open)
Israel’s plan to drive Palestinians into Sinai (DUK)
Waiting for the ground war in Gaza (TOI)
Erdogan’s deafening silence on Palestine (Cradle)
How Israel reset the Energy Map (Engelsberg)
The Anglosphere’s Double Standards (Indian Narrative)
Thread: How India lost PoK (Arya Anviksa)
Nawaz Sharif’s return to Pakistan (ORF)
Pakistan Vs Afghan Refugees (Al Jazeera)
Russia’s elite is split over Israel (Jacobin)
Washington should end the Ukraine War (American Conservative)
Kadambini Ganguly: First lady graduate of Kolkata University (HUYF)
The road less travelled to the Serengeti (BBC Travel)
Historic Cricket win of Afghanistan over Pakistan (Print)
The 200 Best Inventions of 2023 (Time)