Source: Investor Presentation of Persistent Systems Ltd
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Linkfest: 19 October, 2023
Some stuff I am reading today morning:
India-UK FTA deal may get delayed (Rediff)
Used phones become new craze (BS)
PhonePe revenue jumps 77% to 2,914 Cr (Fortune)
Stock Talk: Paytm (MC)
Investing lesson from HDFC Bank stock (Morningstar)
Active MFs out number the stocks they invest in (MC)
Zombie Alert (Daily Reckoning)
Thread: Bond Vigilantes (James Lavish)
The Portfolio Liquidity Cycle (Seth Klarman)
The problem with P/E Multiples (Overlooked Alpha)
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Syngene: Saat Saal Baad
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Dyaani: Losing my Marblez
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Linkfest: 18 October, 2023
Some stuff I am reading today morning:
Biden to visit Israel today (CNBC)
Festive season to create 7 Lakh Gig jobs (Rediff)
Skoda Auto’s India push (Forbes)
Presentation: A Synthesist’s View on Mega Trends (Harish Krishnan)
Red alert for markets (Next Economy)
Its really, really hard to trade professionally (Big Picture)
Social Internet is dead (Om)
Tools that want to be our Masters (Irrelevant Investor)
Analyzing Blackstone (Russell Clark)
The slog, the hobby and the quest (Seth Godin)