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Tweets

India scripts history

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InvestorPresentations

Just Dial: Just Asking

Source: Investor Presentation of Just Dial Ltd

Interesting to see Cash on the books at 50% of market cap.

Am somehow reminded of this meme of its brand ambassador Amitabh Bachchan

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Links

Linkfest: 21 October, 2021

Some stuff I am reading today morning:

VIL to opt for 4 year moratorium on spectrum payments (Rediff)

NTPC Vs Tata Power (FE)

China’s curbs on fertilizer exports may affect India (BS)

The rise of Indian D2C BPC (Fortune)

The mainstreaming of Crypto (A VC)

Why SIP is a pyschological hack (Morningstar)

Investors should prefer camels to horses (BI)

Ignore the price, remember the Dividends ( Of $ and Data)

The SaaS metrics that matter (Sacks)

Deep Dive: Baidu (Get Revue)

Categories
InvestorPresentations

5Paisa: What our customers look like

Source : Investor Presentation of 5paisa Capital Ltd

Am somehow reminded of this meme:

Categories
ConferenceCall

Aarti Industries: Atma Nirbhar Champion

Source: Q4 FY21 Conference Call Earnings Transcript of Aarti Industries Ltd