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India : Second Largest Economy
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Linkfest: 11 July, 2023
Some stuff I am reading today morning:
Foxconn pulls out of Vedanta JV (Forbes)
Lenders tell SC to wind up Jet Airways ( BS )
Indian co linked to Russian Oil disappears ( Oil Price )
Company: Anupam Rasayan ( BI )
The Credila success story ( Rediff )
Size does matter (2Point2 Capital)
5 Revealing Pictures ( Sapient Capital )
Beware the BBQ pitch ( Katusa )
Never be in a hurry to sell ( Tom Gayner )
Memo : Taking the temperature ( Howard Marks )
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DGML: Prescient Prediction
Hat Tip: US
Source: Investor Presentation of Deccan Gold Mines Ltd
Interesting that the stock doubled in price since the presentation came out on 13 March, 2023
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RMC: Electrifying Vision
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Linkfest: 10 July, 2023
Some stuff I am reading today morning:
India could become a magnet for FDI (BS)
Unease over Reliance Retail buyback offer (FE)
Swiggy, Zomato discounts are a farce (Forbes)
RIP HDFC Ltd (Bala)
How Air India got funds to buy planes (Rediff)
India’s Lab-grown Diamonds (MC)
The economics of selling on the Internet (FTM)
Six Criteria to avoid value traps (Validea)
Remember, Don’t fight the FED? (Ben Carlson)
Customer traction is the hardest part (Seth Godin)