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)
Some stuff I am reading today morning:
US steps up for action in Iran (WSJ)
Iran’s currency has collapsed (Climateer)
US-China talks could get derailed due to Iran (CNBC)
Iran unrest hits Indian basmati rice exports (Rediff)
GoI against 10 min delivery promise (Forbes)
Illusion of calm in Indian markets (ML)
Sector: Insurance Stocks (FE)
The Kelly Criterion (Sung Capital)
It’s becoming difficult to meet long term financial goals (BI)
Forecasting Follies 2025 (BL)
Some stuff I am reading today morning:
Trump puts 25% additional tariffs on Iran’s trading partners (CNBC)
India, Germany finalize 19 pacts (HT)
India continues Russian crude imports (MC)
Gold, Silver surge due to assault on FED (Yahoo)
PACO Vs TACO (DR)
Company: 3B Blackbio DX Ltd (SI)
MUFG’s $4.45 Bn Investment in Shriram Finance (ML)
The rise of second order pricing constructs (2Point2 Capital)
Consistent Fund Performance is overrated (Morningstar)
UK can seize Russian shadow fleet vessels (The Times)
Some stuff I am reading today morning:
Nifty closes at 43 session low (MC)
Jio Platforms could be India’s largest IPO (HT)
NSE IPO will get SEBI nod by month end (BL)
Fed Chair Powell under criminal investigation (CNBC)
India’s Q-Commerce under pressure (Bloomberg)
Thread: How to spot 100 Baggers (Pankaj Tibrewal)
Deep Dive: Balkrishna Industries (Zen Nivesh)
Fund Factsheet-Dec 2025 (Capitalmind MF)
Letter to Shareholders-Jan 2026 (Terry Smith)
Gold isn’t special (Humble $)
Some off beat reads for the weekend:
Somnath Swabhiman Parv (Narendra Modi)
How Sathya Sai Baba became a household name in Venezuela (RNS)
Anatomy of the Global Disorder (Niti Shastra)
The American Blitzkrieg on Venezuela (RT)
The US has gone full Villain (Walrus)
3 Takeaways of US seizure of Russian tanker (Krobyko)
Trump’s plans for Greenland (AP)
Protests intensify in Iran (JPost)
The roots of Iran’s economic crisis (Engelsberg)
Strategic illusions of Pakistan (FP)
Africa must fragment (TOI)
We still live in a Fast Food Nation (Guardian)
Thread: How to negotiate any price down (CT)
What life mistake taught you the hardest lesson? (Reddit)
Train Ride across Canada (Team BHP)