Source: Earnings Call of eClerx Services Ltd
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Linkfest: 15 November, 2023
Some stuff I am reading today morning:
MSCI recast today (MC)
Centre to begin auction of 20 critical minerals (FE)
Thread: US Inflation is receding (Justin Wolfers)
UBS expects Fed to cut rates by 275 bps in 2024 (CNBC)
Stock Talk: Adani Wilmar (BT)
Thread: Electrosteel Castings (Raghav Wadhwa)
Interview with deep value investor Rich Pzena (Ioandc)
Spotlight: Indian Whiskey (Forbes)
Diversification is not a ‘free lunch’ (BI)
Tech is going to get much bigger (Not Boring)
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Bosch: Jane Kahan Gaye Woh Din
Source: Earnings Call of Bosch Ltd
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Sequent: 100 Wanted
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Linkfest: 14 November, 2023
Wishing readers a Happy New Year !
Some stuff I am reading today morning:
Tata Technologies to go public (MC)
Dabur Burmans accused in Mahadev betting case (BT)
India’s retail inflation drops to 4.7% in Oct (Fortune)
Sector: EV Battery Recycling (Down to Earth)
Thread: Trading strategies on Zerodha (Aamodh)
Thread: The importance of ROIC (Kevin)
The rise of luxury homestays in India (Forbes)
A closer look at Chinese solar industry (Hosking Partners)
Annus Horribilis for Startups (The Information)
Discount rates in Venture Backed startups (Reaction Wheel)