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MegaTrends

Mega Trend: Aquaculture

Source: Investor Presentation of Garware Technical Fibres Ltd

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Links

Linkfest: 22 November, 2023

Some stuff I am reading today morning:

Weddings to generate 4.74 Lakh Crores (MC)

TN to get 50,000 Cr investments in EV sector (BS)

Wife raises serious allegations against Gautam Singhania (BT)

The unanswered Qs about Sahara (Money Life)

Xi wanted a Trillion $ bailout from Biden (Oil Price)

Company : Indian Hotels (BI)

On Stock Market Diversification (PAL)

Good that SME cos are unaware of VC ecosystem (Forbes)

How to avoid losing money (BBS)

Be a better investor by not comparing to index (Investing)

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ConferenceCall MegaTrends

Mega Trend: India Luxury Market

Source: Earnings Call of Ethos Ltd

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FMCG InvestorPresentations

Dabur: 23*100 Cr

Source: Investor Presentation of Dabur Ltd

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Links

Linkfest: 21 November, 2023

Some stuff I am reading today morning:

ED: Amway India siphoned off 2,859 Cr (Fortune)

SEBI chief against investor investor in F&O (FE)

NSE is India’s Las Vegas (BT)

IPO Review: IREDA (MC)

Company: Havells (Forbes)

Funding winter for startups to end by March (Rediff)

Interview with Vishal Khandelwal (Morningstar)

The myth of “cheap” shares (Terry Smith)

On the OpenAI fiasco (Stratechery)

The Full Reset (Morgan Housel)