Hat Tip: Prashanth Krish
Source: One River Asset Management
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Linkfest: 01 October, 2021
Some stuff I am reading today morning:
Domestic gas price up 62% (FE)
Monsoon to withdraw from Oct 6 (BS)
Why China’s power crunch is a big deal (CNBC)
NCLT directs Zee to consider EGM (CNBC)
Indigo is pushing Spicejet, one station at a time (MC)
Thread: GSFC (Dr Prashant Mishra)
BAF- Balanced Advantage Fakery (MF Critic)
Interview with Jeremy Grantham (Markets)
Research: Value Traps & Deep Learning (Euclidean)
Dangerous Feelings (Morgan Housel)
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GSFC: Clean & Green
Source: Q1 FY22 Earnings Call of Gujarat State Fertilizers & Chemicals Ltd
Interesting that other Clean chemical cos are trading at 5x the market cap of GSFC despite GSFC being 10-15 times their size in revenues & profits
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Linkfest: 30 September, 2021
Some stuff I am reading today morning:
Piramal completes acquisition of DHFL (BS)
Coal India to ramp up fuel supply ( BW )
Domestics Investors’ Chinese bets turn sour (Rediff)
SEBI bans Infosys employee for insider trading (FE)
CredAvenue raises $90 Million in Series A funding (Forbes)
Thread: Ongoing Power Reforms (Multipie Social)
Modi 2.0 : Govt as an Enabler (Debashis Basu)
One sided markets (Barry Ritholtz)
What does price mean when there is no supply? (Doomberg)
Crypto: Axie Infinity has sold $2 Billion of NFTs (Decrypt)