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Linkfest: 07 May, 2026

Some stuff I am reading today morning:

Adani likely to settle with US regulators (BW)

Korea stock market is up 75% this year (Bloomberg)

Samsung hits $ 1 Trillion valuation (Yahoo)

Biggest Indian IPOs of 2026 (FE)

Weakening of INR (Nooresh Merani)

Deep Dive: India Solar Manufacturing (Value Quest)

Company: Orbbec (Forbes)

Don’t predict, prepare (Howard Marks)

How do you retire at 55? (Common Sense)

Obituary: Ted Turner (CNN)

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Linkfest: 06 May, 2026

Some stuff I am reading today morning:

Centre approves 2.5 Lakh Cr Credit Guarantee scheme (DH)

Iran tightens grip on Hormuz (WSJ)

Project Freedom is temporarily halted (JPost)

Crisis for seafarers in Persian Gulf (CNN)

Turmoil in Tata Trusts (FE)

Cognizant to lay off 12,000-15,000 employees (MC)

Stock Talk: Bhagyanagar India (VaR)

The end of cigarettes is coming (Atlantic)

Non-Linear Momentum (Klementon)

Returns from Collectibles (BI)

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Linkfest: 05 May, 2026

Some stuff I am reading today morning:

How BJP won Bengal (HT)

The fall of the House of Stalin (Open)

Iran attacks UAE with missiles (Khaleej Times)

US military establishes safe passage in Strait of Hormuz (MC)

Oil surges to $114 (OP)

Fuel price freeze squeezes OMCs (FE)

Misplaced euphoria in the markets (CNBC)

Small Savings continue to attract investors (BT)

Company: Kissht (Inc 42)

On the hunt for 100 baggers (Josh Brown)

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Linkfest: 04 May, 2026

Some stuff I am reading today morning:

US Navy will guide ships in Strait of Hormuz (CNN)

Rajasthan Royals sold for 15,660 Cr (BT)

Chinese API price surge (Rediff)

Fear of layoffs grips IT industry (DH)

Recap of Berkshire Hathaway meeting (CNBC)

Stock Talk: Raymond Realty (Zen Nivesh)

The last moat (Microcap Club)

When investment is most businesslike (Novel Investor)

Most investors are playing financial Russian Roulette (R&T)

37 years of compounding (HD)

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Weekend Mega Linkfest: 30 April, 2026

Some off beat reads for the long weekend:

5 Factors in West Bengal Election (Print)

Demographic change in West Bengal (Dossier)

India is becoming a new global power (TOI)

Pakistanis deported from UAE (New Lines)

How Iran’s regime stays in control (NI)

Russia mulls Mali strategy (Al Majalla)

Asian mothers, bad feelings (Guardian)

Settler pogroms in Palestine (RT)

Europe is no longer pro Israel (MEM)

Israel’s strategic failure in Iran (Niti Shastra)

Eurasian back-door War Economy (R&R)

Horological Hiccups (GWC)

Aurangzeb & Jagannath Temple (Sanatan)

27-year-old revenge killing in Mumbai underworld (IE)

The insipid vegetarian breakfast of luxury hotels (MC)