Some stuff I am reading today morning:
Ultra Tech Cement gets 782 Cr GST notice (Rediff)
Kajaria Ceramics CFO did a 20 Cr Fraud (BSE)
When Indigo ran out of pilots (Forbes)
Company: 20 Microns (FE)
Gold could hit $10,000 per oz by 2030 (The Street)
Interview with Louis-Vincent Gave (The Market)
How Warren Buffett did it (Seth Klarman)
6 simple ways to improve your investment performance (CS)
The labels that mislead Investors (Excess Returns)
Timing your overnight success (Seth Godin)
Some off beat reads for the weekend:
The Bondi Shooting (FP)
Unrest in Bangladesh (TOI)
The India-Ethiopia Partnership (Korybko)
The Over Production of Indian elites (For Pol)
Europe doesn’t want peace (WSJ)
Iran’s new moral order (Foreign Policy)
The 1975 coup in Bangladesh (GC)
Gaddafi nostalgia (MEM)
The Greek connection to Hanukkah (Homer Pavlos)
Global intifada against Jews (JPost)
The Imran Khan stalemate (Tribune)
2025 was the year of Trump family cashing in (New Yorker)
How Mysore decided the Current Years (Shree Itihaas)
55 Lessons from a 55-Year-Old (Kevin Dahlstrom)
Photos: Japan (Smithsonian)
Some stuff I am reading today morning:
Why India-US trade deal remains elusive (CNBC)
Trump Tariffs are causing crisis in Tamil Nadu (CM Stalin)
Global coal demand at all-time highs (OP)
Danger for India’s diplomats in Bangladesh (MC)
This is the decade of Macro Investing (Ritesh Jain)
Thread: Red Flags at Izmo (Nine One Capital)
Buffett was always a brand guy (Collab Fund)
How to become a moderate millionaire (CS)
How Superstar Mohanlal became a Billionaire (FE)
Why experiences deliver more value than stuff (MM)
Some stuff I am reading today morning:
Silver crosses 2.05L/kilo (HT)
The Silver Singularity ($ Endgame)
SEBI announces market reforms (SEBI)
Company: Chitale Bandhu (Forbes)
Bitcoin’s silent exodus (Bloomberg)
Diversification is the only free lunch in investing (SN)
How long is the long run? (Klement)
Why did you buy that stock? (BI)
How Jeffrey Epstein got rich (NY Times)
The Misfit Tree (Ted Lamade)
Some stuff I am reading today morning:
INR now @ 91.01 $ (Rediff)
Trump orders blockade of Venezuela oil (CNBC)
Indian Investors are thinking long term (CM)
India’s Equity: Update your beliefs (ML)
The 1.6 Lakh Cr Trader (MC)
PE Firm: ChrysCapital (Forbes)
High Income # Wealth (Niteen S Dharmawat)
Money lessons for daughters (Fortune)
What I learnt from reading in 2025 (Masters Invest)
Buy The Dip is a poor strategy (AA)