Linkfest: 12 October, 2023

Some stuff I am reading today morning:

TCS Q2 performance impresses (MC)

IPO pipeline continues to be robust (FE)

Global steel prices under pressure (Oil Price)

Charging up Mahindra (Fortune)

Company: Igarashi Motors (Uncommon Profits)

Thread: New Jaisa Technologies (Caprize)

DII flows changing market dynamics (Monarch AIF)

Why high growth may lead to poor outcomes (Morningstar)

Optimism and the Stockdale paradox (2Point2Capital)

Letter to investors (Bill Nygren)

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