Category: Links

Some stuff I am reading today morning:

US-Iran war standoff (CNN)

Iran war doubles cost of India’s imported fertilizers (Bloomberg)

India & China compete for Russian oil (CNBC)

Trump’s racist rant against Indians (Truth Social)

Bernstein’s open letter to PM Modi (ET)

Sector: AMC stocks (FE)

Companu: SCHWING Stetter (BI)

Similar to 1973 Arab Oil embargo (DR)

Google is doing fine on AI (Semafor)

Valuations keep the final score (Grantham)

Some stuff I am reading today morning:

Petrol, Diesel prices may rise by 25 Rs/Litre (BT)

Wall Street is setting records (MC)

Iran seizes container ships (TOI)

Iran war spills into Indo-Pacific (CNN)

Optimus dream comes closer to reality (Yahoo)

Stock Talk: DMart (FE)

Company: HD Fire Protect Ltd (BI)

Missiles & Metals (DR)

On Economic Moats (Pat Dorsey)

Under spending retirement savings (Morningstar)

Some stuff I am reading today morning:

Trump extends ceasefire (JPost)

Insider Trading & Trump Presidency (BBC)

Bank Fixed Deposits are offering 8% (HT)

A rally in search of reality (ML)

Indexing since 1976 (Vanguard)

Company: Aditya Infotech (BI)

Commodity: Sulphuric Acid (Craig Tindale)

Tim Cook turned Apple into a $4T juggernaut (CNBC)

How to use Claude for Equity research (ACS)

Private Equity: More Risk, Same Return (Klement)

Some stuff I am reading today morning:

Trump aims to seal Iran deal (MC)

Apple CEO Tim Cook to step down (Yahoo)

India’s truckers brace for diesel hikes (HT)

Cash holdings in Mutual Funds (CM)

Crisis at Tata Trusts (ML)

Stock Talk: MTAR Technologies (Rahul Rao)

Stock Analysis: Kirloskar Brothers (Dr Vijay Malik)

Gold’s Funeral Phase (Katusa)

Markets move much faster now (CS)

What I learned about Billionaires (Atlantic)