Categories
MegaTrends

Mega Trend: India Digital Ad Industry

Source: Investor Presentation of Tips Industries Ltd

Categories
Links

Linkfest: 25 June, 2021

Some stuff I am reading today morning:

Chairman’s Statement at Reliance FY2021 AGM (Mukesh Ambani)

Maharashtra Govt approves Adani takeover of Mumbai Airport (BT)

Why is Reliance betting big on green hydrogen? (MC)

India’s record vaccinations may not stop third wave (BS)

What is SushiSwap? ( Decrypt)

Largest VC Crypto Fund launched (BlockCrypto)

Tips for Startup Founders (Utsav Somani)

Can Commodities help in protection from inflation? (Morningstar)

Value Investors need to look at Growth Cos (Institutional Investor)

MeWork (Scott Galloway)

Categories
AGM

Reliance : Ek, Do, Teen, Char

Source : Chairman Speech, Reliance AGM FY2021

Astounded by the scale of Motabhai’s vision and ambition.

Categories
Annual Reports

PEL: What Longevity of Compound looks like

Source: FY21 Annual Report of Piramal Enterprises Ltd

Categories
Links

Linkfest: 24 June , 2021

Some stuff I am reading today morning:

Random Portfolio up 200% from March 2020 lows (Nooresh)

SBI has the last laugh in Vijay Mallya saga (MC)

Suraksha set to buy Jaypee Infratech (FE)

Brookfield’s investments in India (Forbes)

UK Regulator FCA’s concerns about Crypto (Decrypt)

On MicroStrategy’s Bitcoin Strategy (Doomberg)

Interview with Marc Andreessen (Noah Opinion)

Private Equity: Is there anything special there? (Larry Swedroe)

3 Rules to avoid losing money (Steve Cohen)

Jamsetji Tata is the greatest philantrophist of all time (BS)