#Investments

Abhishek Dwivedi

Rezang_La

On 12th August, the @myogiadityanath government cleared a brand new investment policy to attract investments. The policy provides for substantial reimbursement of State GST against fresh capital investments made in

Avni Shah

Avnishah1008

How does #InfoEdge work?(Views are personal)I think it works Like a PE fund.1. It has a cash-cow company– Naukri and IIMJobs which forms over 70% of their revenues and generates

Return on Capital

CapitalTalk2

Going to play a little Devil’s Advocate.I really hate macro explanations for high multiples like low interest rates. But there might be a business case for structurally higher multiples...Not sure

Edward Ongweso Jr

bigblackjacobin

Just looking through the 40 under 40 list and some of these entries are sending me to the moon this is too easy I’m not really gonna touch any others

Stephanie Hughes

StephHughes95

Me: I don’t feel bad that a company adding to the housing crisis might not be able to anymore.Host: You spoiled Millennial! I worked HARD to make it difficult for

Diogenes

WallStCynic

With the Nomura downgrade today, it’s very clear to me that the $GSX narrative from the company itself, has changed. They are now claiming that large losses are forthcoming, due

Justin Oh

acouplecents

Ok this #CapitalGainsTax stuff warrants a thread because we're wading into what people misconstrue as "politics", but what I think of as "economic incentives"As always, the reality is more nuanced

Radhika Gupta

iRadhikaGupta

We are often asked in this business, where is your personal money invested? Since I like telling stories, this thread is that answer but with a story. I started earning

🤟🏻

oddy4real

You know, sir, when you talk about the Economic boom we witnessed during the Obasanjo/Atiku years, and how lots of expatriates (and exiled Nigerians) came flocking back to Nigeria to

Nick Jones

Grainjones

If there's such a thing as a consensus contrarian trade out there, I'm in it.Uranium, tankers, nat gas.For better or for worse Made a ton of errors in uranium, greatest

Rohin Dharmakumar

r0h1n

After 3 months of WFH, @TheKenWeb has decided to go fully remote. We decided to give up the lease on our lovely Bangalore office. We don’t see offices being safe

Frater Aspire

frater_aspire

While I have the utmost confidence in the good intentions of everyone on this issue, and I really do empathize with the “One Struggle” mindset, I remain skeptical for a

Jalil Rasheed

jalilword

Today, I’ll be talking about realised gains and our impairment assessments. PNB’s mandate is to enhance unit holders’ wealth. Maintaining sustainable and stable recurring long-term returns is key to achieving

Chikeluba

Ubanized

An interchange is ongoing at Obosi and a road leading from there to second Niger bridge. This means opening up of Obosi-Oba areas for bigger investments. Now our government @WillieMObiano

TimKarr

TimKarr

The @NYTimes buries the lede in the 23rd paragraph: The president’s three family trusts all have investments in a mutual fund whose largest holding is Sanofi, which manufacturers the brand-name

Иван Ткачев

IvanTkachev1

I start to believe there is growing possibility Berlin may announce suspension of Nord Stream 2 until the investigation of Alexey Navalny’s poisoning finds Russia guilty or not. /1https://twitter.com/laurentruseckas/status/130235655116917