Source: Investor Presentation of Spandana Sphoorty Ltd
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Linkfest: 12 July, 2022
Some stuff I am reading today morning:
Historic move: International Trade Settlement in INR (RBI)
Mallya’s $40 Million transfer resulted in a $25 fine (BS)
Eureka Forbes appoints Pratik Pota as MD, CEO (BT)
The Platform Delusion (2Point2Capital)
How Whitehat Jr lost its magic (Forbes)
Benefits of filing ITR before deadline (FE)
9 Lessons from Narayana Murthy as an entrepreneur (ET)
The good thing about hard things (Not Boring)
The Black Swan is still flying (Charles Biderman)
On bullshit in investing (Noah Opinion)
Source: Annual Report FY22 of MRF Ltd
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Reliance AGM Theory
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Linkfest: 11 July, 2022
Some stuff I am reading today morning:
France, Germany prepare for total cutoff of Russian Gas (ZH)
Equity MFs get 15,498 Cr in June in SIP flows (Rediff)
M&M has come back into the fight (Forbes)
Ambani Vs Adani at 5G Auction (BT)
Thread: Time Technoplast (Mishika Chamria)
Startup Funding in India declined 40% in Apr-June 2022 (BS)
Coatue Presentation to Investors (EFR)
What we learned in Q2 CY22 (Octahedron Capital)
An unstable encounter with a $50 Billion stable coin (Matt Taibi)
Elon Musk terminates Twitter deal (CNBC)