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SugarStocks

Indian Ethanol: 1000 Crore Litres Demand

Source: Investor Presentation of Balrampur Chini Mills Ltd

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Links

Linkfest: 05 August,2022

Some stuff I am reading today morning:

RBI MPC meet today (Mint)

Oil goes below $90 (Oil Price)

Competition heats up for India oil market (BS)

Bank of England raises interest rates by 50 bps (MC)

SEBI orders forensic audit of Future Retail (BT)

The Religion of Speculation (Young Money)

You don’t need to know what a company does (Onveston)

Reality catches up (Morgan Housel)

Crypto: Scaling Ethereum (ZH)

2Q 2022 Letter to Investors (Greenlight Capital)

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Links

Linkfest: 04 August, 2022

Some stuff I am reading today morning:

PLA drills around Taiwan to continue (Global Times)

DRI detects custom duty evasion of Rs. 2,217 Cr by Vivo India (Fortune)

Shipping firm Maersk warns of weak global demand (CNBC)

What will make Indigo earn profits? (MC)

Spicejet up for sale (Money Life)

Uber sells entire stake in Zomato (BS)

Lockin expiring for internet stocks (BT)

Pet food category turns profitable for FMCG cos (FE)

Crypto: Solana Wallet hack (Decrypt)

Investor Memo on 10th Anniversary (Sage One)

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InvestorPresentations

Sheela : Sleepwell Down Under

Source: Investor Presentation of Sheela Foam Ltd

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Links

Linkfest: 03 August, 2022

Some stuff I am reading today morning:

China vows military operations around Taiwan (SCMP)

Changes to windfall tax (MC)

Uber to exit Zomato in 3,300 Cr block deal (FE)

Gujarat’s Chiripal Group under IT scanner (Money Life)

ED probing crypto exchange WazirX for money laundering (BT)

Adani Enterprises becomes 4th Adani co to cross 3L Cr market cap (BS)

The turnaround of Yash Pakka (Forbes)

What ails Byju’s? (Fortune)

4th Anniversary Newsletter to Investors (Aurum Capital)

Q2 2022 Letter to Investors (Massif Capital)