Categories
FMCG

GCPL: Fifty Fifty

Source: Investor Presentation of Godrej Consumer Products Ltd

Categories
MegaTrends

Mega Trend: India Ophthalmology

Source: Investor Presentation of JB Chemicals & Pharmaceuticals Ltd

Categories
Links

Linkfest: 20 December, 2023

Some stuff I am reading today morning:

Blackstone plans $833 Million exit from Embassy REIT (MC)

100 critical mineral blocks to be auctioned by Feb 2024 (BS)

India’s inbound remittances rise to $125 Billion (Fortune)

Fund Managers find comfort in large caps (Rediff)

Stock Talk: Black Box (FE)

The Temptation of Factor Timing (Alpha Architect)

Buffett: Different kinds of businesses (AM)

Money for Nothing (Daily Reckoning)

Selling Vs Doing (Nick Maggiulli)

18 rules for ageing well (Morningstar)

Categories
Exchange Filings

Ethos: Relief before Resignation

Hat Tip: MK

Source: Exchange Filings of Ethos Ltd

Categories
Quotes

Look for Holds