Some stuff I am reading today morning:
Adani commits $100 Billion to AI Infrastructure (BSE)
Infosys AI Day presentation (BSE)
Adani’s Secret Investments (FT)
Iran partially closes Strait of Hormuz (CNBC)
Theme: 3 Defence Stocks (FE)
Stock Talk: Kwality Walls (Alok Kejriwal)
Is Vertical Software cooked? (Nicolas Bustamante)
Sasha Mirchandani’s 400x return (The Arc)
Henry Ellenbogen’s Alpha (Colossus)
In Search of Profitability (Aswath Damodaran)
Some stuff I am reading today morning:
NGT nod for 80,000 Cr Nicobar project (BW)
Macron in India (FE)
3 Land Deals, 3 Disclosure Styles (ML)
Silver prices under pressure (DH)
Oil bears are underestimating geopolitical risk (OP)
China’s Tech shock (CNBC)
Application software faces existential threat from AI (Yahoo)
Sell Side Research: Engineers India (IDirect)
AI could become a Macro problem (Alpha Seek)
The real financial cost of childhood trauma (AP)
Some stuff I am reading today morning:
India AI Impact Summit 2026 begins today (DH)
Chinese are driving gold prices (CNBC)
US markets are very expensive (DR)
Sellside Research: Kilburn Engineering (IDirect)
Sanity Check (Brooklyn Investor)
The returns you keep (Calm Investor)
Retail Investors & the Mispricing Puzzle (AA)
30 Years of Value Investing (Rich Pzena)
Perfect Portfolio (Humble $)
Western countries see World War III coming (Politico)
Some off beat reads for the weekend:
What Bangladesh’s Election means (Time)
Islamists are real winners in Bangladesh (FP)
Pakistan’s blowback state (MEM)
Christian Nationalism in UK (Spiked)
The Nordic strategic tradition (Engelsberg)
Saudi Arabia carves up Yemen (Cradle)
Goodbye to Saudi-Israeli normalization (JNS)
The campaign to bring back the Shah of Iran (FT)
Gaddafi’s son assassinated (RT)
Ukraine has become Hungary’s enemy (Korybko)
Anti Semitism in Netherlands (JPost)
Jeffrey Epstein’s Emails (JMail)
Another Sholay essay (Jai Arjun)
CIA in Sikkim (Ankit Jakhar)
Drive: Oman (Team BHP)
Some stuff I am reading today morning:
DAC clears 3.6 Lakh Cr of Defence acquisition (PIB)
AI fears spark Wall Street selloff (Yahoo)
RBI acts against Banks misselling (ML)
David Einhorn bets on bigger FED cuts (The Street)
Russian Memo sees return to US $ (MC)
The coming collapse of Indian IT (Vikas Vij)
Company: Muthoot Finance (FE)
Thread: Master Class in Insider Buying (Ekansh Mittal)
AI isn’t coming for your future (Connor Boyack)
Consistency beats Intensity for the average investor (Tony Isola)