Categories
Links

Linkfest: 26 July, 2023

Some stuff I am reading today morning:

IMF revises India’s FY24 forecast to 6.1% (Rediff)

Paytm to generate free cash flow by year end (Forbes)

FED FOMC meeting begins today (MC)

India’s crackdown on Chinese firms (BT)

70% drop in funding jolts startups (Fortune)

A textbook non-recessionary bear market (Common Sense)

The Return on Hassle Spectrum (Of $ and Data)

Underperforming your own assets (Big Picture)

Panic buyers load up on rice supplies (Climateer)

The Donkey Kong $ (Urban Kaoboy)

Categories
ConferenceCall

Who’s Collecting?

Source: Earnings Call Transcript of CMS Info Systems Ltd

Categories
InvestorPresentations

Poonawalla: Combo Choice

Source: Investor Presentation of Poonawalla Fincorp Ltd

Categories
Links

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)

Categories
Observations

Older than the Republic