Categories
Links

Linkfest: 16 February, 2023

Some stuff I am reading today morning:

Adani’s deal to buy DB Power expires (FE)

Adani Group touts very healthy balance sheet (Rediff)

MFIs set for better days (BS)

Stock Talk: KP Energy (Intelsense)

Inside Flipkart (ROW)

Charlie Munger on BYD (CNBC)

Softbank halts new funding (Tech Crunch)

The horrifying endgame in Ukraine (DR)

All markets are uncertain (Mark Newfield)

How Spotify’s podcast bet went wrong (Semafor)

Categories
Exchange Filings SME

Steelman: PreOccupied CFO

Source: Exchange Filings of Steelman Telecom Ltd

Categories
InvestorPresentations

Port LSTs: The Best Rentals

Source: Investor Presentation of Ganesh Benzoplast Ltd

LST-Liquid Storage Tanks

Categories
Exchange Filings

Amrutanjan: Painful Balm

Source: Exchange Filings of Amrutanjan Health Care Ltd

Categories
Links

Linkfest: 15 February, 2023

Some stuff I am reading today morning:

Air India orders world’s largest airline order (BS)

US inflation rises higher than expected (CNBC)

Our work is not yet done (New York FED)

Mutual Fund industry jittery about TER (FE)

Profits at Paytm (Forbes)

Stock Talk: Fusion Micro Finance (BT)

President Lagarde and the ECB (The Market)

Are fund manager meetings a waste of time? (BI)

Psychology of market tops & bottoms (Ben Carlson)

Thread: Best cos increase advertising during recessions (Val Katayev)