Categories
Links

Linkfest: 20 May, 2026

Some stuff I am reading today morning:

US 30 Year Treasury yield tops 5.19% (CNBC)

How Trump backed off attacking Iran (CNN)

India loses all slots in top 100 cos (MC)

FMCG prices set to rise (FE)

One Hedge Fund holds key to Ukraine (Bloomberg)

Bonds, Barrels and Bulls (ML)

The Case for Shorting (Verdad)

Explaining your strategy to a child (RRP)

Yes, you should gamble (CFA Institute)

No pain, no premium (The Market)

Categories
Letters

The 70s Show

Source: Financial Times

Categories
ConferenceCall RealtyStocks

DLF: Gurgaon Exceeds Mumbai

Source: Earnings Call of DLF Ltd

Categories
Links

Linkfest: 19 May, 2026

Some stuff I am reading today morning:

US holds off attack on Iran (Truth Social)

India no longer a stock market darling (Bloomberg)

India gets US waiver for Russian crude (OP)

US Justice Department drops all charges against Adani (DH)

Elon Musk loses court battle against Open AI (Yahoo)

Retail investors go all in on Korea (Korea Times)

Euphoria in semiconductor stocks (Josh Brown)

Vodafone Idea confident of comeback (BS)

3 EV Battery Chemical Stocks (FE)

Forget “F*** You Money” (Henrique Centieiro)

Categories
InvestorPresentations

Azad: Four Play

Source: Investor Presentation of Azad Engineering Ltd