Source: Investor Presentation of The Indian Hotels Company Ltd
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Linkfest: 24 May, 2022
Some stuff I am reading today morning:
Losses widen at Zomato (BS)
How Paytm ended up with a deserted Mall (Forbes)
Forced Service Charges of restaurants (Fortune)
How Organic India set a new trend (BI)
On development of passive funds (SEBI)
The Transcript : Jan-March 2022 ( DSP )
Overpriced companies in the private markets (Howard Lindzon)
Bitcoin could fall to $8,000 (CNBC)
Thoroughly conscious ignorance (Anand Sridharan)
Q1 2022 Investor Letter (Hayden Capital)
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India EV Market: It’s Different
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Linkfest: 23 May, 2022
Some stuff I am reading today morning:
Thread: GOI introduces anti-inflation measures (Nirmala Sitharaman)
Adani’s biggest bet (BI)
Thread: Visaka Insider Selling (Sanjay Kumar Elangovan)
What is ailing textile hub Tiruppur (BT)
Axis MF sacks second fund manager (Rediff)
Crypto Crash: A Wake-Up Call (Forbes)
How this ends (A VC)
Trying too hard (Morgan Housel)
The Year of Breakdown (Daily Reckoning)
Inflation: Disparate Effects on Company Values (Aswath Damodaran)