Categories
Annual Reports

Data Patterns: PAT > Revenue

Source: FY2026 Annual Report of Data Patterns Ltd

Categories
Excerpts

Analysts are Useful

Source: Wall Street Journal

Categories
Links

Linkfest: 09 July, 2026

Some stuff I am reading today morning:

US attacks Iran (CNBC)

Indonesia buys Indian missiles (BW)

India’s $100 Billion Grid bet is accelerating (OP)

Nvidia’s $1 Trillion sell off (Yahoo)

Deep Dive: Indian Drone Industry (Nothing Linear)

Research: Hexagon Nutrition (Birch Tree)

Mid-2026 Letter to Investors (Terry Smith)

The AI Data Centre cover-up (FT)

Save more instead of chasing higher returns (HT)

On Portfolio Construction (Pardinhos)

Categories
Annual Reports NBFCs

Bajaj Fin: Bajaj FinAI

Source: FY2026 Annual Report of Bajaj Finance Ltd

Categories
Credit Reports Exchange Filings

L&T: Above India

Source: Exchange Filings of Larsen & Toubro Ltd