amp.theguardian.com/world/live/202…… Another #boeing 737 crash. Ram Mohan Naidu Kinjarapu MoCA_GoI Please protect the Indian public from this killer plane.

MFI loans are mostly unsecured & once they go bad they have no value. An 85% haircut on principal only in this case is a tranche that has some value. A large part might not be sold thus 100% loss. Lets hope things are not as bad as some experts are suggesting in this segment.

#Tatacomm is probably the only company that shares a data pack every quarter. It practically does the modelling for analysts & even discloses balance sheet information every quarter & not half yearly as is mandated. Very helpful. gamma.tatacommunications.com/assets/wp-cont…

Youtube adds more content in a day than the lifespan of a 70 year old person. What a money making machine, what a moat. Crazy !

Passive funds losing market share in India to active funds. Another example of Indian dynamics being different from the West. Source - Ken.

Does it not seem like an attempt to invoke the 'herd mentality' & get the crowd in by highlighting one investor.

A top entrepreneur is one who cribs even if the going is good ! 1) With avg CASA levels of ~38% whr cost is ~2%, banks are laughing thr way to profitability. Kotak's CASA is 42%. 2) Housing loans whr rates are the lowest comprise ~15% of bank exposure. 3) rate cut not passed yet

Defence seems to be priced like IT in 2000 & quality(coffee can type) in 2019

'Dont try to mine gold when you can sell shovels' More primary market debt means more fee for bankers, more ratings for CRAs & larger AUMs for trustees !

An advertisement is normally an invitation to buy/ make an offer. In this case DLF spends top buck & takes up the front pages of the most read newspapers to announce that even if you want you cant buy ! Creating FOMO - Marketing at its very best 😜

Another brilliant marketing manoeuvre aimed at consumer behaviour ! This is what decadal thinking is & why companies like Nestle are what they are. Goosebumps ! yourstory.com/2024/08/nestle…

Regulator ne ek exchange ko broker bana diya .. poor #IEX

#MSEI price corrects sharply ! Fortunately this ‘Tulip frenzy’ rightfully suffers premature ejaculation. moneycontrol.com/news/business/…

An investor asked for Garbha passes to the Nesco management on thr quarterly call. Kahan se aate hai aise investor ? AGMs when physical were also plagued with such investors looking for free food , coupons & other freebies but least interested in the company’s performance.