Source: Aswath Damodaran
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How Govt impacts a Business
Source: Aswath Damodaran
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Linkfest: 07 September, 2021
Some stuff I am reading today morning:
Jio completes 5 years of operations (CNBC)
Panacea Biotec starts shipping Sputnik vaccines ( BSE )
On the HDFC Life-Exide Life deal (BT)
Fitch says BPCL privatisation may get delayed (BS)
Amul, Parle etc Vs Udaan (Inc42)
Why IPO makes little sense (Ajay Shah)
Innoven: India’s biggest debt venture fund (Forbes)
Why Tech stocks are so damned expensive (Tiernan Ray)
Crypto: Tether goes full Ponzi (Doomberg)
On Inequality, Interest rates & Aging (Overshoot)
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L&T : Missing Women
Source: Investor Presentation of L&T Ltd
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Manappuram: Pati , Patni aur Woh
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Linkfest: 06 September, 2021
Some stuff I am reading today morning:
Snapdeal plans $350-400 Million IPO (Rediff)
Why Infosys is latest RSS target (BS)
Why I believe Cement is not a cyclical industry (Ankit Kanodia)
Stock Analysis: Lincoln Pharmaceuticals (Dr Vijay Malik)
Company Analysis: NAM-India (Shiven Tandon)
Building a ‘Hail Mary’ Portfolio (AM)
On Korean Kross Comics (Forbes)
On China’s Tech crackdown (Aswath Damodaran)
Why am I not rich and famous? (Darius Foroux)
A global perspective on renewable hydrogen ( Bruegel)