Categories
Links

Linkfest: 22 June, 2023

Some stuff I am reading today morning:

TCS bags $ 1Billion deal (MC)

Powell expects more Fed rate hikes (CNBC)

Why Indian startups are coming undone (Forbes)

How to put Indian agriculture back on growth path (Fortune)

What role should cash play in your portfolio (Morningstar)

Indexing is well understood (Big Picture)

The changing face of American Capitalism (Jeremy Grantham)

Stock Talk: Coinbase (Yet Another Value)

Why you believe the things you do (Morgan Housel)

Project Management (Seth Godin)

Categories
Links

Linkfest: 21 June, 2023

Some stuff I am reading today morning:

Paytm leads $6 Billion Startup Rally (MC)

India clears Micron’s semiconductor plans (BT)

What to expect from Modi’s US visit (CNBC)

Is Modi India’s most effective post Independence leader? (GQG Partners)

Cement stocks under pressure (Fortune)

Piramals to exit Shriram Finance (FE)

Startup: Ayurveda Experience (Forbes)

Saudis Vs Oil Speculators (The Market)

Attributes of a great business (Base Hit Investing)

Hallucinations as a feature (USV)

Categories
InvestorPresentations Textiles

GHCL Textiles: Cheap Spin Off Spinning

Source: Investor Presentation of GHCL Ltd

Categories
Cement InvestorPresentations

Star Cement: North East Star

Source: Investor Presentation of Star Cement Ltd

Categories
Chart

Sector Returns so far in FY24