Categories
Links

Linkfest: 13 July, 2022

Some stuff I am reading today morning:

Oil Prices crash (Oil Price)

Neighbours, Russia can convert 16.8% of India’s trade into Rupees (BS)

Industrial Production grows 19.6% in May (Rediff)

Gold shines amid rout in Equities (Morningstar)

Damn the Senior Citizen (Bala)

Buy when Fed blinks but not before (The Market)

The Scapegoat mechanism (Ramp)

Semi-Annual Letter to Investors (Terry Smith)

Chaos is a Ladder (TRB)

So you want to be the next Warren Buffett? (Mark Sellers)

Categories
Software

The Only Deflationary Force is Software

Source: Apr-June Presentation of Octahedron Capital

Categories
InvestorPresentations MFI

Spandana: AUM Sphoorty

Source: Investor Presentation of Spandana Sphoorty Ltd

Categories
Links

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)

Categories
Annual Reports Tyres

MRF: What Wealth Creation looks like

Source: Annual Report FY22 of MRF Ltd