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InvestorPresentations

GNFC: Don’t Ask, Don’t Tell

Source: Investor Presentation of Gujarat Narmada Valley Fertilizers &Chemicals Ltd

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BookExcerpt

Don’t Align with Unaligned Owners

Source: Pulak Prasad, What I Learned About Investing from Darwin

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Links

Linkfest: 19 May, 2023

Some stuff I am reading today morning:

Japan stocks surge to highest since 1990 (CNBC)

SEBI to crackdown on suspicious trading (BS)

India can lead the Web 3.0 Revolution (Forbes)

M&A deal volumes plummet by 90% (BW)

L&T Finance joins the big league (BI)

On Zero-Day Options (Yahoo Finance)

One of our favourite chart patterns (Climateer)

On the AI bubble (Daily Reckoning)

Second Order thinking (Bob Seawright)

How the US film industry mitigates financial risk (CEPR)

Categories
MegaTrends

Mega Trend: India ESDM

ESDM- Electronic System Design & Manufacturing

Source: Investor Presentation of Kaynes Technology India Ltd

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Chart

India’s Hockey Stick Curve

Source: Investor Presentation of Coromandel International Ltd