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Pharmeasy : Zor Ka Jhatka
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Linkfest: 06 July, 2023
Some stuff I am reading today morning:
Presentation: India’s Digital Transformation (Nandan Nilekani)
IFFCO to purchase 2500 drones (Rediff)
Pharmeasy in deep crisis (Money Life)
Thread: Irregularities at EKI Energy (Leading Nowhere)
Spicejet’s Do or Die moment (Fortune)
Company: IDFC First Bank (Forbes)
Why Samir Arora bought HPCL (MC)
The impact of RoC on shareholder returns (CM)
What do the best investors do that rest don’t? (BI)
Lessons from Harry Markowitz (EI)
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Make in America
Source : Wall Street Journal
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Investors : Exit China
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Linkfest: 05 July, 2023
Some stuff I am reading today morning:
Random Thoughts at Market Highs (Debashis Basu)
IPO Watch: Senco Gold (Arun Kejriwal)
Menace of Finfluencers (Fortune)
3 simple rules for Micro Caps (Rajiv Mehta)
Why Sports Leagues are taking off in India (Forbes)
Contrarians are usually wrong (Ben Carlson)
Satya Nadella’s End Game (Super Joost)
Chart Watching Market Timers fail again (Mathematical Investor)
The secret to keeping shareholder turnover low (Buffett)
Actionable Feedback (Seth Godin)