Source: FY21 Annual Report of Piramal Enterprises Ltd
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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)
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Hope begins at Home
Source : FY2021 Annual Report if HDFC Ltd
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Orchid Pharma: 72% discount
Today, post market hours, Orchid Pharma Ltd made an announcement on the Stock Exchanges.
The astonishing thing is that the Floor Price is 375 Rs/share which is a 72% discount to today’s close price of 1320 Rs/share.
Wonder what is the pricing rationale here.
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Linkfest: 23 June, 2021
Some stuff I am reading today morning:
Jet Airways to fly again ( BW)
Kerala FMCG distributors Vs Tata Consumer (CNBC)
How Centrum saw an opportunity in PMC Bank (Forbes)
Bitcoin falls below $30,000 (Coin Desk)
Is RBI running behind the inflation curve? (Fortune)
Commodities-A Relay Race – Lap 2 ( Samkit Capital)
Winners & Losers of the Demographic problem (Farrer Wealth)
4 Qs to explain Asset-Liability mismatch (Morningstar)
Luck (Enso Finance)
Soros & Druckenmiller shorting the Pound (Neckars Notes)