Source: Earnings Call of Garden Reach Shipbuilders & Engineers Ltd
Categories
Categories
Linkfest: 29 August, 2023
Some stuff I am reading today morning:
Chairman’s Speech at Reliance 2023 AGM (Reliance)
Another Hindenburg type attack suspected on Adani Group (BW)
China intervenes to stop foreign capital flight (Asia Times)
BRICS seize world’s commanding heights (DR)
Is Nagarjuna fertilising a conspiracy? (Money Life)
Tiger Global exits Zomato (MC)
On Trimming Positions (Guy Spiers)
The simple case for favoring real assets (The Felder Report)
15 Lessons from 15 Years (Think Newfound)
A framework for spotting Value Traps (Eagle Point Capital)
Categories
Reliance: Disrupting Wind Sector
Categories
Linkfest: 28 August, 2023
Some stuff I am reading today morning:
Reliance AGM 2023 today (BW)
On Digital Public Infrastructure (Nandan Nilekani)
SEBI tightens rules on advisory fees (FE)
Nifty Next 50 or Nifty Midcap 150? (MC)
All is not well with Bharat Gears (Rediff)
Sports Franchises as Trophy Assets (Aswath Damodaran)
Convexity Maven talks bonds (Climateer)
The opportunity in Emerging Markets (Validea)
Making sense of the China meltdown story (Gavekal)
Structured Notes are Finacial Fairy Tales (Larry Swedroe)