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2023-04-04 17:52:26 442 Startup Failure Post Mortem

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2023-04-02 11:00:36 Summary of Q3 Con-calls for 200+ Companies

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2022-12-29 15:39:34 Here is the FULL list of market outlooks for 2023 from the world's largest Investment Banks and Asset Managers

- Goldman Sachs https://lnkd.in/eKzF_2K4
- J.P. Morgan https://lnkd.in/eHb6-622
- Morgan Stanley https://lnkd.in/e2nAMjmM
- Bank of America https://lnkd.in/e8XFD8TW
- BlackRock https://lnkd.in/eYxCBRGj
- HSBC https://lnkd.in/eNfBiJvH
- Barclays https://lnkd.in/eRT4dsFY
- NatWest https://lnkd.in/euftbUw6
- Citi https://lnkd.in/eXwA-Y4X
- UBS https://lnkd.in/exudCU6V
- Credit Suisse https://lnkd.in/e4CEK5NZ
- BNP Paribas https://lnkd.in/ec4hWEdm
- Deutsche Bank https://lnkd.in/eAWCSV_7
- ING https://lnkd.in/eNpdmVH8
- Apollo Global https://lnkd.in/ewwq_62M
- Wells Fargo https://lnkd.in/euMkQnKE
- BNY Mellon https://lnkd.in/ezMfVgND
- Fidelity International https://lnkd.in/eJwK6tVx
- Lazard https://lnkd.in/eku-xhqp

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2022-10-30 11:28:18 US Dollar performance vs World YoY:

Russia: +13%
Brazil: +6%

Switzerland: -8.8%
Indonesia: -9.7%
India: -9.8%
Canada: -9.8%
China: -13%
Euro: -13.8%
Australia: -14.7%
Euro: -15.1%
South Africa: -19%
South Korea: -21%
Japan: -29%
Pakistan: -29%
Turkey: -93% Open / Comment

2022-09-29 19:13:49 𝗜𝗻𝘁𝗲𝗿𝗲𝘀𝘁𝗶𝗻𝗴 𝗳𝗮𝗰𝘁𝘀 𝗯𝗲𝗵𝗶𝗻𝗱 𝘁𝗵𝗲 "𝗡𝗮𝗺𝗲" 𝗼𝗳 𝗜𝗻𝗱𝗶𝗮'𝘀 𝗿𝗲𝗽𝘂𝘁𝗲𝗱 𝗕𝗿𝗮𝗻𝗱𝘀/ 𝗖𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 :

1. "𝗗𝗮𝗹𝗱𝗮"
The famous ghee was imported by a Dutch company Dada & company. To reflect it's ownership Hindustan Lever added "𝗟 " in middle of Dada.

2. " 𝗗𝗮𝗯𝘂𝗿 "
The eccentric etymology of Dabur comes from founding father Dr. S.K.Burman famous for his Ayurvedic medicines often be called in Bengali "𝗗𝗮"ctar "𝗕𝘂𝗿"man.

3. "𝗥𝗮𝗻𝗯𝗮𝘅𝘆"
Two colleagues "𝗥𝗮𝗻"jit Singh and Gur"𝗯𝗮𝘅" Singh of a Japanese pharmaceutical company founded new venture" 𝙍𝙖𝙣𝙗𝙖𝙭𝙮" in Amritsar.

4. "𝗧𝗮𝗻𝗶𝘀𝗵𝗾"
The name "Tanishq" was a masterstroke coined by Xerxex Desai then Vice Chairman & MD of Titan Industries. The name took "𝗧𝗮" from Tata and "𝗡𝗶𝘀𝗵𝗸" means piece of jewelry.

5. "𝗔𝗺𝘂𝗹 "
𝗔nand 𝗠ilk 𝗨nion 𝗟imited of Anand district Gujarat started the Amul by picking first letter of the union in 1946 & became India’s first commercially made butter.

6. "𝗧𝗩𝗦"
A transportation company was founded in 1911 by 𝗧hirukkurungudi 𝗩engaram 𝗦undram Iyengar - Chennai. by picking first letters of the initials. Now it is well diversified company in many fields.

7. "𝗖𝗶𝗽𝗹𝗮"
The founder Dr K.A. Hamied gave the company title initially as 𝗖hemical, 𝗜ndustrial and 𝗣harmaceutical 𝗟𝗮boratories in 1935 in Mumbai. Now it is a leading drug manufacturer.

8. "𝗗𝗲𝗻𝗮 Bank"
It was founded on 26 May 1938 by the family of 𝗗𝗲vkaran 𝗡𝗮njee, an Indian financier more popularly known as C.D. Desai.

9. "𝗠𝗮𝗵𝗶𝗻𝗱𝗿𝗮 𝗮𝗻𝗱 𝗠𝗮𝗵𝗶𝗻𝗱𝗿𝗮 "
Two brothers J.C. and K.C. Mahindra, along with Malik Ghulam Mohammed, set up initially "𝗠𝗮𝗵𝗶𝗻𝗱𝗿𝗮 𝗮𝗻𝗱 𝗠𝗼𝗵𝗮𝗺𝗺𝗲𝗱" in 1945 as a steel trading firm. When Mohammed emigrated to Pakistan to serve as the country’s first finance minister, it was renamed Mahindra and Mahindra Ltd.

10. "𝗪𝗶𝗽𝗿𝗼"
The company was incorporated on 29 December 1945 in Amalner, Maharashtra by Mohamed Premji as "𝗪estern 𝗜ndia 𝗣alm 𝗥efined 𝗢il Limited". Later In 1966, after Mohamed Premji's death, his son Azim Premji took over Wipro as its chairman at the age of 21 and entered in software development. Open / Comment

2022-09-04 13:36:04 Bullet Proof 2022 - Running Notes

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2022-09-02 16:16:13 The Rise of Gautam Adani

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2022-08-29 19:24:24 *Key takeaways from RIL AGM*

RiL is looking to *double in value by 2027* (50th AGM) and has announced roadmap/investments across its business.

*R-Jio : pan-India 5G rollout by Dec'23*
- Will invest *INR2tn* to deploy pan-India Standalone 5G, starting with Metros in Oct-22 and aim to deploy pan-India 5G by *Dec-23*.
- Working with Google for affordable 5G smartphone and other leading OEMs to support Jio's Standalone 5G ecosystem.
- Jio will launch *JioAirFiber* to provide fixed wireless access (FWA) and take India to top 10 nations in Fixed Broadband adoption.
- To launch affordabable cloud based PC, JioCloud PC on pay as per use basis.
- Expect connected devices to double from 800mn currently to 1.5bn in next 1 year.

*Reliance Retail: To launch FMCG biz this year*
- Reliance Retail has increased store footprint to 15,000 stores across categories like grocery (2,500 stores), consumer electronics (8,700 stores) and fashion/lifestyle (4,000 stores).
- JioMart now delivers across 260 cities in India.
- RIL has on boarded 2mn merchant partners and is on course to reach 10mn merchants.
- RIL will launch FMCG business this year.

*Energy: To invest INR750bn over next 5 years to expand capacity*
- Will invest INR750bn over next 5 years to expand capacities in O2C.
- Will set-up world's largest single train *3mtpa PTA plant* at Dahej by 2026.
- *1 mmt PET and 1mmt PE* plant at Dahej by 2026.
- Will enhance *PVC capacity by 1.5mtpa* by 2026, alongwith investments in EDC and PVC at Ta-Aziz complex in UAE.
- To set up world's largest *20,000mtpa carbon fibre* plant
- RIL replaced *5%* energy consumption at its Dahej/Hazira sites with green energy.
- Commissioning of MJ fields, to increase RIL's share of domestic gas production to *30%* (vs 20% currently).

*New Energy: Next growth engine for RIL*
- With strategic partnerships and its USD10bn investment, RIL has provided additional details on its energy foray. Apart from four Giga factories announced last year, RIL will also set-up 5th Giga factory for Power Electronics (no details on capex yet).

*Solar PW*
- Expanding capacity at REC solar from 1.2GW to 1.8GW.
- RIL's Giga factory to start manufacturing solar PW and modules from 2024 (10GW capacity initially) and will scale up to 20GW by 2026.

*Battery*
- Strategic partnerships with Lithium weeks, Faradion and Ambri.
- Will. Commence production of battery packs by 2023, scale up to 5GWh by 2024 and 50GWh capacity by 2027.

*Green Hydrogen*
- Will commence transition from grey to green hydrogen by 2025.
- Will install 20GW solar energy generation capacity by 2025 for captive energy needs / green hydrogen.

*Succession planning*
Akash Ambani to lead R-Jio, Isha Ambani to lead Retail and Anant Ambani to lead New Energy biz.

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2022-08-28 14:33:20 Comparing The Titanic to a Modern Cruise Ship


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2022-08-16 20:42:20 Are we in a Recession?

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