Categories
Excerpts

The AI mania is a Financial Bubble

Source: Financial Times

Categories
Excerpts Realty

Munger on Real Estate

Source: Fireside chat with Charlie Munger

Categories
Links

Linkfest: 12 November, 2026

Some stuff I am reading today morning:

Amul hikes milk prices (NDTV)

Nvidia preparing to oust CEO Huang (Yahoo)

India bans black mass exports (Rediff)

China restricts exports of drone components (DroneEU)

Direct Tax receipts rise 11.8% (FE)

Stock Analysis: Force Motors Ltd (Dr Vijay Malik)

Yttrium in demand (OP)

Don’t spend future inheritances (FA)

I am a Value Added Investor (Microcap Club)

Is FOGO the new FOMO? (Tony Isola)

Categories
ConferenceCall

TCPL: Battery Separator Films

Source: Earnings Call of TCPL Packaging Ltd

Categories
ConferenceCall Gold

Electronic Gold Receipts Explained

Source: Earnings Call of Augmont Enterprises Ltd