Categories
Links

Linkfest: 29 October, 2025

Some stuff I am reading today morning:

Apple market cap tops $4 Trillion (HT)

SEBI proposes big changes for Mutual Funds (MC)

Deep schism within Tata Trusts (FE)

Wall Street shrugs off credit worries (Bloomberg)

Inside the Trump crypto cash machine (Reuters)

SaaS Startup: Rocketlane (Forbes)

Trying to time the market (BI)

Inventors over Investors (Anil Dash)

Markets are voting mechanisms (Cliff Asness)

Q3 2025 Letter to Investors (RAM)

Categories
Chart Mining

Mining is only 1%

Source: Daily Reckoning

Categories
Apparel InvestorPresentations

SSKL: Saree Ki Baari

Source: Investor Presentation of Sai Silks (Kalamandir) Ltd

Categories
ConferenceCall

Bollywood Vs Cricket

Source: Earnings Call of PVR INOX Ltd

Categories
Links

Linkfest: 28 October, 2025

Some stuff I am reading today morning:

India eyes 208 Hydel projects on Brahmaputra (MC)

Indians spent $11 Billion on gold this Diwali (CNBC)

The crash that could torch $35 Trillion (Economist)

Oil Market sceptical about Trump’s sanctions (OP)

Inside the portfolios of SRK, Aamir & Salman (FE)

Company: Meesho (Inc 42)

The biggest debate in wealth management (Josh Brown)

The rise of Alternatives (Verdad)

Tech Dreams Vs Resource Reality (DR)

Performance is subordinate to Survival (AM)