Source: Earnings Call of Monte Carlo Fashions Ltd
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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)
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Concord: Fat Margins
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Linkfest: 07 September, 2023
Some stuff I am reading today morning:
Red hot US economy revives rate hike bets (The Street)
IPO investors ride the bull run (Rediff)
SEBI keen to introduce fractional ownership (BT)
Interview with Pankaj Tibrewal (Prashant Nair)
IPO: Jupiter Life Line Hospitals (FE)
Company: Sterling Tools (BI)
Interview with Kidzania Founder Xavier Ancona (Forbes)
How BYD snatched Tesla’s crown (ROW)
Return on Hassle (RadReads)
Thread: How Shelby Davis turned $50,000 to $900 Million (Idea Hive)
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