Categories
Observations

2025: Annus Horribilis

Source: Business Line

Categories
Links

Linkfest: 30 December, 2025

Some stuff I am reading today morning:

Silver prices plunge (BT)

India’s record IPO fund raising (Fortune)

Govt seeks $30 Billion from Reliance,BP (DH)

Zepto files for $1.2 Billion IPO (CNBC)

Land Deal of Infosys (ML)

More consolidation of Public Sector Banks (BI)

Company: Ashapura Minechem (Zen Nivesh)

End of $ Dominance (Wired)

US Bankruptcies at 15 year high (MSN)

The Pyschological burden of Concentration (MC)

Categories
MutualFunds

Funds Flow to Flexicaps

Source: Mint

Categories
InvestorPresentations

Jayaswal Neco: Highest Ever

Source: Investor Presentation of Jayaswal Neco Industries Ltd

Categories
Links

Linkfest: 29 December, 2025

Some stuff I am reading today morning:

10 Silver Days of Christmas (Campbell)

Stock Talk: Vedanta (Rediff)

Irregularities at Hikal Ltd (ML)

Low returns in great cos (Nooresh Merani)

Rise & Reckoning of Tiger Global (ROW)

The hidden price tag of growth (Sanjeev Patkar)

The silent rotation of 2026 (Katusa)

Financial Infidelity (FE)

3 New Year’s Resolutions (Josh Brown)

Concentrate to get rich or poor (CS)