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Cartoon

Bear Market Q

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BrokerageStocks

The Rise & Rise of Zerodha

Source: Zerodha

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Links

Linkfest: 20 December, 2022

Some stuff I am reading today morning:

Defence, aerospace exports to treble in 5 years (BS)

Dabur India promoters to sell stake today (MC)

IPO: KFIN Tech (Arun Kejriwal)

Sector : Sugar (Fortune)

Stock Analysis: Godfrey Phillips (Dr Vijay Malik)

Startup: Bombay Shaving Company (Forbes)

Letter to Customers (Zerodha)

Crypto’s Crash reinforces old lessons (Morningstar)

Not another 2023 outlook (Real Returns)

Research: Capital Allocation (Michael Mauboussin)

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Excerpts

Bubble in Private Markets

Source : Ruchir Sharma, Financial Times
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Debt

Debt Fund YTM

Source : Business Standard