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Bata: Sneaky Solution

Source: Earnings Call of Bata India Ltd

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Linkfest: 09 June, 2026

Some stuff I am reading today morning:

What comes next for Israel & Iran (JPost)

Bombay High Court strikes down spectrum charges (MC)

Controversial subsidiary sale of Reliance Industries (ML)

Suzlon 2.0 (BI)

Company: Cinepolis (BW)

India is industrializing with Solar (Grist)

Nobody knows anything, SpaceX IPO edition (BP)

Foreign investors are dumping Korean stocks (CNBC)

China’s population collapse is irreversible (Rod Martin)

N Korea is the world’s most unlikely growth story (WSJ)

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HEG: Last Straw

Source: Earnings Call of HEG Ltd

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Black Box: Tax Free Dream

Source: Earnings Call of Black Box Ltd

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Linkfest: 08 June, 2026

Some stuff I am reading today morning:

Trump tries for deal as Iran attacks Israel (JPost)

US eyes Iranian assets for Gulf reconstruction (CNBC)

Wall Street pauses AI rally (Yahoo)

RBI measures can get $50 Billion (MC)

FPIs pulled out 43,000 Cr in first week of June (Rediff)

Related Party Transactions within Elon Musk Cos (Kludge)

Why China got rich and India didn’t (David Oks)

The Collapse of Terminal Value (Chamath Palihapitiya)

12 Profit Booking Strategies (Henrique)

Fund Manager Letters tell you if they will outperform (Klement)