Categories
Observations

Small becoming Bigger

Source: Presentation on Mega Trends by Harish Krishnan

Categories
Steel

SAIL: We also make Steel

Source: Kotak Institutional Research

Categories
Links

Linkfest: 17 October, 2023

Some stuff I am reading today morning:

Iran threatens to expand conflict (TOI)

India doesn’t want to pay Russian oil in yuan (Oil Price)

The worst bond market in history (Common Sense)

Govt to roll out another PLI scheme for batteries (FE)

63 Moons mocks MCX (BW)

Clash over Finolex Cables (Money Life)

Letter to Investors (Indvest)

Letter to Investors (Solidarity)

Interview with Kenneth Andrade (Morningstar)

On High Conviction Investments (Bill Ackman)

Categories
Excerpts

Solvency & Liquidity

Source : Wall Street Journal

Categories
Chart Rail Stocks

Indian Railways: Growth Engine

Source: Investor Presentation of Jupiter Wagons Ltd