Source: Investor Presentation of Elecon Engineering Company Ltd
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Linkfest: 04 November, 2022
Some stuff I am reading today morning:
For first time , currency in circulation declined during Diwali (ML)
US & India correlation broken (Fortune)
The worst final 90 minutes to a FED day (ZH)
UK faces longest recession on record (CNBC)
Central Banks are buying gold at fastest pace in 55 years (Oil Price)
How traditional savouries have captures packaged foods market (MC)
Air India’s turnaround plans (Forbes)
My Investment Journey (Nooresh Merani)
Most of investing success will come from a small no of investments (AM)
Meta Myths (Stratechery)
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Mega Trend: India Nuclear Industry
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Heritage Foods: You are not the MD
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Linkfest: 03 November, 2022
Some stuff I am reading today morning:
Fed hikes rates by 75bps (FRB)
US markets fall on Fed intent to continue hiking (CNBC)
RBI prevented complete collapse of economy (Rediff)
Air Asia India now owned 100% by Air India (Fortune)
US Law firms file class action suit against Freshworks (MC)
Hedge Fund Elliott warns of more pain (FT)
Maersk warns of global recession (ZH)
Lessons from Charlie Munger’s Folly (Abhishek Basumallick)
Interview with Caroline Miller (The Market)
Very important & hard to teach (Morgan Housel)