Source: Investor Presentation of Gokaldas Exports Ltd
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Linkfest: 30 August, 2023
Some stuff I am reading today morning:
Govt cuts LPG gas prices (Fortune)
World’s first 100% ethanol powered car in India (BS)
Major hospitals face huge attrition (MC)
The economics of Startups needs a reset (Forbes)
The Chauhan family of Parle (FE)
Nvidia on the Mountaintop (Stratechery)
Win Big, Lose Big (Mr Stingy)
Illiquidity- A feature or a bug (Savant)
How to be lucky (Sapient)
The absence of proof (Seth Godin)
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NRB: Thane Takings
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GRSE: Calm Seas Ahead
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Linkfest: 29 August, 2023
Some stuff I am reading today morning:
Chairman’s Speech at Reliance 2023 AGM (Reliance)
Another Hindenburg type attack suspected on Adani Group (BW)
China intervenes to stop foreign capital flight (Asia Times)
BRICS seize world’s commanding heights (DR)
Is Nagarjuna fertilising a conspiracy? (Money Life)
Tiger Global exits Zomato (MC)
On Trimming Positions (Guy Spiers)
The simple case for favoring real assets (The Felder Report)
15 Lessons from 15 Years (Think Newfound)
A framework for spotting Value Traps (Eagle Point Capital)