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Linkfest: 18 February, 2022

Some stuff I am reading today morning:

2022 salary hikes to hit 6 year high (Fortune)

Govt moves ahead on National Hydrogen Mission (MC)

SEBI alleges NSE MD ran a money making scheme (BS)

Why Saudi Arabia is refusing to hike oil output (CNBC)

LIC’s IPO weighing on other insurers (BW)

Startup: 10Club (Forbes)

Charlie Munger on Crypto (FE)

Pershing Square Annual Investor Presentation (PSCM)

How do investors fail? (Nick Maggiulli)

Investors should ignore major macro events (BI)

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MegaTrends

Mega Trend: India CNG Vehicles

Source: Investor Presentation of Everest Kanto Cylinder Ltd

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InvestorPresentations

Nirlon: Good to be a Mumbai Landlord

Source: Investor Presentation of Nirlon Ltd

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Links

Linkfest: 17 February, 2022

Some stuff I am reading today morning:

FPI selling nears $6 Billion in 2022 (Rediff)

India’s IPO mania gets reality check (BS)

PLI Scheme for agrochemicals soon (Fortune)

How we bag multibaggers (Aequitas)

Thread: Jubilant Ingrevia (Average Trader)

Thread: RHI Magnesita (Niveshaay)

Tale of Two Microcaps (Bhavik Mehta)

Interview with James Anderson (Big Picture)

Value Stocks like higher inflation (Ben Carlson)

Facebook’s downturn was a long time coming (Marker)