Categories
Links

Weekend Mega Linkfest: 08 September, 2023

Some off beat reads for the weekend:

Modi’s Moment at the G20 (Open)

On Saudi-India relations (Arab News)

Otto Von Bharat (American Conservative)

Taliban 2.0 (ORF)

Rising inflation hits Pakistan’s poor (Al Jazeera)

Assassinations in Gaza (Cradle)

Thread: Societies collapse without myths (Jash Dholani)

Google at 25 (Sundar Pichai)

Death on K2 (Insider)

Thread: The great Sam Manekshaw (Stavka)

Drive: Shimla & Chail (Team BHP)

Thread: On Asafoetida (Paperclip)

How bad is alcohol, really? (Walrus)

Trend: Shein plastic bags (ROW)

Thread: The best ‘Resist the Obvious’ story (Sahil Bloom)

Categories
Annual Reports

HCC: Nuclear Dhamaka

Source: FY23 Annual Report of Hindustan Construction Ltd

Categories
Annual Reports

BHEL: 50-50

Source: FY23 Annual Report of Bharat Heavy Electricals Ltd

Categories
ConferenceCall

Monte Carlo: XXL

Source: Earnings Call of Monte Carlo Fashions Ltd

Categories
Links

Linkfest: 08 September, 2023

Some stuff I am reading today morning:

US President Biden in India today (MC)

India’s policy contradictions (CNBC)

Foxconn Chief excited about India (Rediff)

L&T wins $4 Billion order from Saudi Aramco (BS)

Why FMCG cos want a bite of Haldirams (FE)

Bubbles & Bubbles (Irrelevant Investor)

Sing me a song of valuation (Wisdom Tree)

The rise & fall of ESPN’s leverage (Stratechery)

Even if you knew the future (Microcap Club)

Respect & Admiration (Morgan Housel)