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Paper

Paper Outlook: Mildly Optimistic

Source: Q1FY23 Investor Presentation of Century Textiles Ltd

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InvestorPresentations

What can 5G deliver for India?

Source: Q1FY23 Investor Presentation of Reliance Industries Ltd

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Links

Linkfest: 28 July, 2022

Some stuff I am reading today morning:

Full recap of Fed’s 75 bps rate hike (CNBC)

RBI to hike by 35 bps next week (Rediff)

Fed hike will intensify risks for Asia’s Central Banks (BS)

BSNL gets revival package of 1.64 Lakh Crores (Fortune)

Rise of Domestic Investors (BW)

Zomato 2022 Valuation Upgrade (Dr Aswath Damodaran)

Stock Analysis: Safari Industries (Dr Vijay Malik)

Be grateful for the losses (All Star Charts)

The risk free rate changes everything (F&F)

Breaking down a Tesla (Collaborative Fund)

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Cartoon

Bundle Talk

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Excerpts

How to build a Concentrated Portfolio