Source: Investor Presentation of Pidilite Industries Ltd
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Linkfest: 25 January, 2023
Some stuff I am reading today morning:
Bharti Airtel hikes entry-level plans to Rs 155 (BS)
Zomato stops 10 min food delivery offerings (Rediff)
Demand to cap MNC royalty payments (Fortune)
How Vistara took off to greater heights (MC)
Realty fund managers to raise record amounts (FE)
FreshDesk after the IPO (Forbes)
Interview with JP Morgan’s Marko Kolanovic (CNBC)
The art of contrarian investing (Lance Roberts)
US Recession is not inevitable (MSN)
Year End 2022 Letter to Investors (First Eagle)
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Shoppers Stopping
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Appalling Reality of Shorting
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Linkfest: 24 January, 2023
Some stuff I am reading today morning:
SAT gives relief to NSE, former bosses (Fortune)
India emerging as an economic powerhouse (BS)
Apple to manufacture 25% of iPhones in India (CNBC)
Adani to list 5 more cos by 2028 (FE)
Rally in stocks on borrowed time (Investing)
MapMyIndia after the IPO (Forbes)
Thread: Takeaways as a Microcap Investor (Gunavanth Vaid)
Netflix’s new chapter (Stratechery)
Keeping Perspective (Bob Seawright)
Photos: Nation Wide Power Breakdown in Pakistan (Dawn)