Categories
Annual Reports

Page: Gripping Returns

Source: FY2026 Annual Report of Page Industries Ltd

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Links

Linkfest:17 July, 2026

Some stuff I am reading today morning:

US intensifies attacks on Iran (Guardian)

Yemen’s Houthis threaten new oil shock (OP)

Highlights from Buffett’s latest interview (CNBC)

Trump to limit US student visas to 4 years (BS)

Hindsight is not a great teacher (2Point2 Capital)

Stock Talk: BLS International (FE)

The Entropy Trap (DR)

When should DIY Investors fire themselves? (BP)

Retiring @ 40 (BT)

Stop chasing a magic number for retirement (AP)

Categories
Annual Reports

Pradeep: Forging Defense

Source: FY2026 Annual Report of Pradeep Metals Ltd

Categories
Excerpts

Just like Dot Com Days

Source: Oakmark Letter to Investors

Categories
Links

Linkfest: 16 July, 2026

Some stuff I am reading today morning:

US Senate bill proposes 100% tariffs on India (BT)

US-Iran may be at risk of ‘forever war’ (CNBC)

India-UK FTA comes into force (DH)

Hero announces 1000 Cr investment in Ather (Inc 42)

Groww is India’s largest commodity derivatives broker (MC)

Company: Asian Shoes (BI)

SpaceX stock falls below IPO price (Yahoo)

India’s Human Capital Deficit (ML)

China & Critical Minerals Diplomacy (FT)

The best upgrade (Seth Godin)