Categories
Links

Linkfest: 15 May, 2023

Some stuff I am reading today morning:

3 Leading Brokers face multiple probes (BS)

Two Adani group firms to raise 21,000 Cr (BT)

Retail inflation falls to 18 month low (Fortune)

How AI will define the next decade (Chris Ford)

ONDC has made a promising start (MC)

Will performance based fees help MF investors? (MC)

HNI investors are getting greedy & over-confident (Forbes)

Concentration in the Stock Market (Ben Carlson)

Long term front running (ACS)

Does it pay to be an active investor? (Expectations Investing)

Categories
Links

Weekend Mega Linkfest: 12 May, 2023

Some off beat reads for the weekend:

How a Madurai Tam Brahm became Hezbollah’s accountant (Print)

Why are they afraid of Imran Khan? (Mehr Tarar)

The Qatar-Syria stand off (Cradle)

King Charles: a reactionary ruler (Spiked)

Why Finns joined NATO (Engelsberg)

Erdogan’s Earthquake (Guardian)

Israel tiptoes around multi-front war (RT)

India’s disappearing Chinese community (BBC Travel)

How two friends sparked LA’s sushi obsession (LA Times)

The Future of Feni (Mint)

Modernity is making you sterile (Spectator)

Thread: Westminster Abbey (Cultural Tutor)

King Charles coronation was like a desi event (Moni Mohsin)

Travelogue: Kashmir (Team BHP)

Thread: Mcleod Gunj (Joshi Gargi Goyal)

Categories
InvestorPresentations

Godrej CP: Rokda is Raja

Source: Investor Presentation of Godrej Consumer Products Ltd

Categories
SME

Dynamic Cables: No Tension

Source: CRISIL Ratings on Dynamic Cables Ltd

Categories
Links

Linkfest: 12 May, 2023

Some stuff I am reading today morning:

Hyundai to invest 20,000 Cr in Tamil Nadu (Rediff)

Google Bard launches in India (Fortune)

ED raids can hit Manappuram Finance hard (FE)

Inside Vedanta’s semiconductor ambitions (Forbes)

Stock Analysis: Seshasayee Paper (Dr Vijay Malik)

Small Applications, Growing Protocols (Not Boring)

RIP Metaverse (Business Insider)

The great wealth illusion (Felder Report)

Why some investors can’t tell their best ideas from their worst (CM)

Video: In Conversation with Stanley Druckenmiller (Sohn Conference)