Categories
Links

Linkfest: 16 December, 2022

Some stuff I am reading today morning:

India clinches top slot in milk production (FE)

Mukesh Ambani launches his FMCG offensive (BT)

Govt likely to go slow on divestment (MC)

Spectacular rise in Gold ETF folios (Fortune)

Company: Aditya Infotech Ltd (BI)

Transcript of Fed Chair’s Press Conference (FED)

What no one tells you about Diversification (Morningstar)

Where I am investing my capital now (Bill Ackman)

Elon Musk continues to sell Tesla shares (CNBC)

China’s economy braces for turmoil (BS)

Categories
Observations

India: No Country for Bargain Hunters

Categories
IPO

KFIN: Andar Bahar

Source: RHP of KFIN Technologies Ltd

Andar:

The original promoter of the co can’t sell his shares

Bahar:

The now promoter of the Co is looking to sell 1/3rd his shares and being a PE fund will eventually have a full exit

Categories
Links

Linkfest: 15 December, 2022

Some stuff I am reading today morning:

FED hikes by 50 bps ( FED )

No lenders for Anil Agarwal’s semi-conductor factory (BS)

M&M to invest 10,000 Cr in EV plant (Fortune)

NTPC to sell stake in green energy business (MC)

Startup: Nao Spirits (Forbes)

How No.Broker.com changed Indian real estate (BI)

Interview with Kathleen McCarthy (Big Picture)

Some thoughts about Investing (Common Sense)

Why Competitive Advantages die (Morgan Housel)

Memo: Sea Change (Howard Marks)

Categories
Exchange Filings

BoB: No to Nainital

Source: Exchange Filing of Bank of Baroda Ltd

Puzzling that Bank of Baroda choose to sell its decades old stake in Nainital Bank instead of merging this small bank with itself.