Categories
Cartoon

Bundle Talk

Categories
Excerpts

How to build a Concentrated Portfolio

Categories
Links

Linkfest: 27 July, 2022

Some stuff I am reading today morning:

Adani group to invest $70 Billion in green energy infra (BS)

Bangladesh’s economic woes mount (BT)

India to build armed drone swarms indigenously (BW)

How Maruti is gearing up to win the SUV market (Forbes)

Company : Kutchina (BI)

Listed startups need to learn governance & profitability (Debashis Basu)

Why this crash may get over soon (Nick Maggiulli)

Why history matters (Investor Amnesia)

Good Losses & Bad Losses (Michael Mauboussin)

Memo: I beg to differ (Howard Marks)

Categories
InvestorPresentations

Sharda Cropchem: Currency Casualty

Hat Tip: BS

Source: Investor Presentation of Sharda Cropchem Ltd

Categories
Excerpts

Equitas : Revenge of the Low Level Employee