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InvestorPresentations

Schaeffler: Dividend Bearing

Source: Investor Presentation of Schaeffler India Ltd

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Chart

Memory Chip Boom

Source: Financial Times

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Links

Linkfest: 26 February, 2026

Some stuff I am reading today morning:

PM Modi’s address to the Israeli Knesset (NM)

India is firmly aligned with Israel (JPost)

Turmoil at Tata Sons (HT)

80% of Broader Market in Bear Territory (Monarch AIF)

How the 590 Cr IDFC fraud happened (MC)

ED attaches Anil Ambani’s home (Rediff)

Markets are missing Rakesh Jhunjhunwala (BW)

Solar stocks tank on steep US duty (FE)

Bull case for Bitcoin (Yahoo)

Blog Posts Vs Sell Side Research (Rupak Ghose)

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Excerpts

Worst Investor Experiences

Source: Ray Dalio

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Tweets

India is the First