Source: Q4FY21 Conference Call Transcript of Polycab India Ltd
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Linkfest: 11 June, 2021
Some stuff I am reading today morning:
Medical debts bankrupt Indians (BS)
US Consumer prices jump 5% in May ( CNBC)
A $43 Billion jump in Adani’s fortune is fraught with risks (Mint)
Startup: BharatPe (Fortune)
8 insights into getting wealthy (Morningstar)
The Shoeshine Indicator is dead (Irrelevant Investor)
The rise of SPACs (Aswath Damodaran)
Alibaba: BABA Black Sheep (Not Boring)
Learning from Leonard Lauder (Masters Invest)
Fintech 3.0 ( John Steet Capital)
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Focus on the Buyer
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Key Mega Trends
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Linkfest: 10 June, 2021
Some stuff I am reading today morning:
Adani Wilmar plans IPO (MC)
Equity MFs see 10,000 Cr inflow in May (BS)
Oil hits two year high (Reuters)
What El Salvador legalising Bitcoin means for India (IE)
Startup: Chalo ( Forbes)
Food Delivery business is the worst business ever (Michael Batnick)
Seismic shift in the markets (The Belle Curve)
Bill & Melinda Gates’ Empire of Dirt (Mother Jones)
The sad end of Jack Ma Inc (Forbes)
Janet Yellen’s at it again (Daily Reckoning)