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Links

Weekend Mega Linkfest: 18 August, 2023

Some off beat reads for the weekend:

Lukashenko on the future of Ukraine (RT)

A Wartime Dispatch from Poland (American Conservative)

India-China tensions on the global stage (ORF)

Pakistan Zindabad to Pakistan Se Zinda Bhag (Dawn)

Pakistan’s uneasiness with Afghanistan (Tribune)

Transnational Crime along the Mekong (Crisis)

The Eurocentric Fallacy (Guardian)

Israel’s land & rail proposal to the Persian Gulf (Cradle)

Biden’s bad Iran deal (TOI)

Muslim victimhood is an unassailable condition (First Post)

The Psychology of Meditation (Naval)

Manipur: The wages of Hate (Open)

Drive: Germany, Austria & Switzerland (Team BHP)

Germany’s Spaghetti Ice Cream (Smithsonian)

Thread: Different kinds of Lakshmi (Zionverse)

Categories
Infrastructure InvestorPresentations

Tarachand: Bolo Tara Ra Ra

Source: Investor Presentation of Tarachand Infralogistic Solutions Ltd

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InvestorPresentations PaintStocks

Shalimar: Growth Wala EBITDA

Hat Tip: NM

Source: Investor Presentation of Shalimar Paints Ltd

Categories
Links

Linkfest: 18 August, 2023

Some stuff I am reading today morning:

MFs step up buying as FPI flows reduce (Rediff)

Markets have already made their highs for the year (Doug Kass)

China’s economic model is “washed up on the beach” (CNBC)

Interview with Kris Gopalakrishnan (BW)

A sting operation on Fin Fluencers (Money Life)

Demerger: ITC Hotels (Fortune)

Stock Talk: Trent (Proinvest Nirmiti)

Company: Bharat Forge (MC)

Startup: Ustraa (Forbes)

Equity Investing demands a decadal perspective (Morningstar)

Categories
Links

Linkfest: 17 August,2023

Some stuff I am reading today morning:

Cabinet approves 57,613 Cr PM e-bus Seva Scheme (Fortune)

Startup ESOP cashouts hit $1.5 Billion in 3 years (MC)

OFS in IRFC (BS)

Boeing begins production of Apache helicopters for India (BW)

Rice Prices: Out of Control (BI)

Company: Freshworks (Forbes)

Sukanya Samriddhi may not be enough (Stable Investor)

Holder or Investor? (Humble $)

Cigar Butt Investing (Onveston)

What if Generative AI turned out to be a dud? (Gary Marcus)