Heartening to see private capex picking up.
Example 1: Enkei Wheels (India) Ltd
Example 2 : Sunshield Chemicals Ltd
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Private Capex: Two Examples
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Linkfest: 16 February, 2022
Some stuff I am reading today morning:
What went wrong with ABG Shipyard? (MC)
Thread: Rajeev Jain bro (Intrinsic Compounding)
Stock Talk: SNL Bearings Ltd (Dolly)
Revisiting the FANGAM stocks (Aswath Damodaran)
Minsky Moments in Venture Capital (Abraham Thomas)
Crypto market back above $2 Trillion (Decrypt)
Tencent backed Sea’s $16 Billion Crash (BS)
Not a Rare to Spare (Doomberg)
The quest for intangible value (Neckar)
Q4 2021 Letter to Investors (Hayden Capital)
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HUL: Baap Baap Hota Hai
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Apollo Micro: From Sea to Sky
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Linkfest: 15 February, 2022
Some stuff I am reading today morning:
Why Nifty fell by 500 points (FE)
Newly listed stocks hit record lows (BS)
Oil can cross $100 (CNBC)
Jio Platforms to invest $200 Million in Glance (MC)
LIC: All is not well (Forbes)
RBI Dy Governor: Ban Crypto (BT)
Why SEBI barred Anil Ambani from the markets (Fortune)
Positioning for rising rates (Marc Rubinstein)
Speculative frenzy in virtual real estate (Scott Galloway)
What Russian media is saying (Climateer)