Category: Links

Some stuff I am reading today morning:

Landmark ruling by SC in Tiger Global-Flipkart case (PN)

India issues travel advisory for Israel (BS)

India’s Smartphone Security push (Inc 42)

Deep Dive: Mahindra Logistics (Zen Nivesh)

Nvidia’s Third Time (Tomasz Tunguz)

The Mag 7 is under performing (Trend Labs)

Materials & Energy stocks take early lead in 2026 (CS)

The brutal bankruptcy of First Brands (Restructuring)

When 40x P/E is a bargain (Flyover Stocks)

The Power of Constraints (Collab Fund)

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)