Source: Investor Presentation of Poonawalla Fincorp Ltd
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Linkfest: 25 July, 2023
Some stuff I am reading today morning:
Instant settlement in stock markets (BT)
ITC Board approves demerger of Hotels Biz (Fortune)
Reliance partners Brookfield for data centre business (Rediff)
Twitter has become X (The Street)
15 Smallcaps that are favourites of Mutual Funds (MC)
Startup: PhysicsWallah (Forbes)
Another Bubble (Daily Reckoning)
The One Enduring Investment Strategy (Charlie Munger)
You never know with the restaurant biz (Herb Greenberg)
The Trillion $ scam (Yahoo)
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Older than the Republic
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Slowing China
Source : Wall Street Journal
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Linkfest: 24 July, 2023
Some stuff I am reading today morning:
Paytm raises revenues by 40% (MC)
Online biz model gaming is unviable (Fortune)
FMCG firms turn focus to spices for growth (FE)
India’s Hub ambition (Money Life)
On attrition in Banks (Forbes)
Smallcap: Iris Business Services (Bull Bull)
The Company you keep (Humble $)
The case for hard assets (Felder Report)
Reducing the Risk of Momentum Crashes (Alpha Architect)
The Comfort Crisis (Mr MM)