Aannnd it's Monday again!
Grab some tea/ coffee as we share some snippets and readings from the week gone by that we found interesting.
#MultipieWeekly🌱- 4
1/n
Grab some tea/ coffee as we share some snippets and readings from the week gone by that we found interesting.
#MultipieWeekly🌱- 4
1/n
2/n
✍️A PLI scheme of ₹18,100 cr was notified to incentivize infra for EV batteries
✍️Given higher share of battery in cost of car under EV, debate on in-house vs outsourcing by OEMs
✍️RIL, Tata, Adani are keen
livemint.com
✍️Highlights from Morgan Stanley note 👇
✍️A PLI scheme of ₹18,100 cr was notified to incentivize infra for EV batteries
✍️Given higher share of battery in cost of car under EV, debate on in-house vs outsourcing by OEMs
✍️RIL, Tata, Adani are keen
livemint.com
✍️Highlights from Morgan Stanley note 👇
3/n
Have the rule of investing changed? - many have questioned this of late. We found this take by @ReformedBroker interesting.
Our view: Digital era doesn't alter the laws of supply & demand; just shortens the cycle, squeezing into higher peaks & troughs
fortune.com
Have the rule of investing changed? - many have questioned this of late. We found this take by @ReformedBroker interesting.
Our view: Digital era doesn't alter the laws of supply & demand; just shortens the cycle, squeezing into higher peaks & troughs
fortune.com
4/n
Moving from one extreme of meme based investing, @VJ_Rabindranath wrote this fascinating story called "The next Warren Buffet", about the other extreme - playing the long game of investing. This is a must read.
Moving from one extreme of meme based investing, @VJ_Rabindranath wrote this fascinating story called "The next Warren Buffet", about the other extreme - playing the long game of investing. This is a must read.
5/n
We read through RBI’s Annual Report that was released last week and here are some summary takeaways. This is clearly not a replacement to reading the original document, which we has great insights:
m.rbi.org.in
We read through RBI’s Annual Report that was released last week and here are some summary takeaways. This is clearly not a replacement to reading the original document, which we has great insights:
m.rbi.org.in
6/n
Adani group is THE most successful demerger story in India Inc. From a market cap of ~60,000 cr for Adani Enterprises pre demerger, the group market cap now stands at over 9.5 lakh cr, ~16x in 6 years.
We found this post on Gautam Adani fascinating.
instagram.com
Adani group is THE most successful demerger story in India Inc. From a market cap of ~60,000 cr for Adani Enterprises pre demerger, the group market cap now stands at over 9.5 lakh cr, ~16x in 6 years.
We found this post on Gautam Adani fascinating.
instagram.com
7/n
Morgan Stanley is bullish on Avenue Supermart (DMart) & expects EPS to🔼from 18.1 in FY21 to 42.2 by FY23e
🛒Grocery ~60% of India retail market
🛒Expects growth in grocery @ 7% and modern format grocery @ 17% CAGR
🛒Consolidation & duopoly with Reliance Retail
We summarize
Morgan Stanley is bullish on Avenue Supermart (DMart) & expects EPS to🔼from 18.1 in FY21 to 42.2 by FY23e
🛒Grocery ~60% of India retail market
🛒Expects growth in grocery @ 7% and modern format grocery @ 17% CAGR
🛒Consolidation & duopoly with Reliance Retail
We summarize
8/n
We close with a snapshot of industry wise returns over the last week and last month.
/end
Please retweet if you find this helpful and subscribe at multipie.co to start receiving these as a weekly digest every Sunday.
We close with a snapshot of industry wise returns over the last week and last month.
/end
Please retweet if you find this helpful and subscribe at multipie.co to start receiving these as a weekly digest every Sunday.
9/9
That's it for now. Hope you enjoyed reading these.
If you are still looking for more reads, here are last 3 versions of #MultipieWeekly 👇
That's it for now. Hope you enjoyed reading these.
If you are still looking for more reads, here are last 3 versions of #MultipieWeekly 👇
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