Author: Raoji

Some stuff I am reading today morning:

Landmark ruling by SC in Tiger Global-Flipkart case (PN)

India issues travel advisory for Israel (BS)

India’s Smartphone Security push (Inc 42)

Deep Dive: Mahindra Logistics (Zen Nivesh)

Nvidia’s Third Time (Tomasz Tunguz)

The Mag 7 is under performing (Trend Labs)

Materials & Energy stocks take early lead in 2026 (CS)

The brutal bankruptcy of First Brands (Restructuring)

When 40x P/E is a bargain (Flyover Stocks)

The Power of Constraints (Collab Fund)

Some stuff I am reading today morning:

India to sign world’s biggest Rafale deal (MSN)

Explosive rally sweeps over Metals Market (Yahoo)

Bearish Oil sentiment has flipped (OP)

India asks its citizens to leave Iran (BS)

Company: Dabur (Rediff)

Stock Talk: EMS Stocks (FE)

Chaitanya Patil’s NH66 Audit (ML)

Thick desires are Transformative (Tony Isola)

Dead Companies Walking (Tomasz Tunguz)

4Q 2025 Letter to Investors (Oakmark)