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InvestorPresentations

MedPlus: Growth Prescription

Source: Investor Presentation of Medplus Health Services Ltd

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MegaTrends

Mega Trend: India’s Watch Market

Source: Investor Presentation of Ethos Ltd

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Links

Linkfest: 06 February, 2023

Some stuff I am reading today morning:

SBI reports highest ever Q3 profits at 14,205 Cr (Fortune)

Banking sector is stable and healthy (RBI)

Govt to hike Dearness Allowance for over 100 Million employees (BS)

Why I bought Ambuja Cement (Samir Arora)

Deconstructing the Adani affair (Prof Aswath Damodaran)

Global Gold demand soars in 2022 (BW)

SEBI gets cracking on front running (FE)

Fed may start cutting rates (Morningstar)

11 things that 0 interest rates enabled (Young Money)

10 harsh lessons from 10 years of Entrepreneurship (DF)

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Links

Weekend Mega Linkfest: 04 February, 2023

Some off beat reads for the weekend:

The mystery of Ramanujan’s dreams (Kristin Posehn)

Speech at 80th Anniversary of Battle of Stalingrad (Putin)

Chinese spy balloon over US military sites (Al Jazeera)

What to expect when Palestinian Authority collapses (TOI)

UK looks at Brexit with regret (Spiked)

Yamagami Tetsuya’s Revenge (Palladium)

Pompeo and the Saudi Prince (American Conservative)

The ‘Ideal’ Muslim Woman (Nadeem Paracha)

Thread: How Decathlon became #1Sports Brand of India (FinFloww)

The 1948 massacre of Maharashtrian Brahmins (Op India)

How ancient Hindu knowledge influenced German scientists (MIMG)

Thread: Insights from Dr Jaishankar (Shashank Mattoo)

The Divine Deities from Kantara (LHI)

Bijapur: Victory City (Fifty Two)

Thread: Where did the $ sign come from ? (CT)

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InvestorPresentations

Mega Trend: India LPG Imports

Source: Investor Presentation of Aegis Logistics Ltd