Categories
Links

Linkfest: 19 October, 2023

Some stuff I am reading today morning:

India-UK FTA deal may get delayed (Rediff)

Used phones become new craze (BS)

PhonePe revenue jumps 77% to 2,914 Cr (Fortune)

Stock Talk: Paytm (MC)

Investing lesson from HDFC Bank stock (Morningstar)

Active MFs out number the stocks they invest in (MC)

Zombie Alert (Daily Reckoning)

Thread: Bond Vigilantes (James Lavish)

The Portfolio Liquidity Cycle (Seth Klarman)

The problem with P/E Multiples (Overlooked Alpha)

Categories
InvestorPresentations

Syngene: Saat Saal Baad

Source: Investor Presentation of Syngene International Ltd

Categories
Exchange Filings

Dyaani: Losing my Marblez

Source: Exchange Filings of Dhyaani Tile and Marblez Ltd

Categories
Links

Linkfest: 18 October, 2023

Some stuff I am reading today morning:

Biden to visit Israel today (CNBC)

Festive season to create 7 Lakh Gig jobs (Rediff)

Skoda Auto’s India push (Forbes)

Presentation: A Synthesist’s View on Mega Trends (Harish Krishnan)

Red alert for markets (Next Economy)

Its really, really hard to trade professionally (Big Picture)

Social Internet is dead (Om)

Tools that want to be our Masters (Irrelevant Investor)

Analyzing Blackstone (Russell Clark)

The slog, the hobby and the quest (Seth Godin)

Categories
Observations

Small becoming Bigger

Source: Presentation on Mega Trends by Harish Krishnan