Source: Wall Street Journal
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Analysts are Useful
Source: Wall Street Journal
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Linkfest: 09 July, 2026
Some stuff I am reading today morning:
US attacks Iran (CNBC)
Indonesia buys Indian missiles (BW)
India’s $100 Billion Grid bet is accelerating (OP)
Nvidia’s $1 Trillion sell off (Yahoo)
Deep Dive: Indian Drone Industry (Nothing Linear)
Research: Hexagon Nutrition (Birch Tree)
Mid-2026 Letter to Investors (Terry Smith)
The AI Data Centre cover-up (FT)
Save more instead of chasing higher returns (HT)
On Portfolio Construction (Pardinhos)
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Bajaj Fin: Bajaj FinAI
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L&T: Above India
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Linkfest: 08 July, 2026
Some stuff I am reading today morning:
Firm demand for Cochin Shipyard OFS (BS)
Is Tata Motors becoming India’s EV King? (Rediff)
India strategy for Mercedes-Benz (Forbes)
Company: Truevis Technologies (BI)
Commodity: Tungsten (Katusa)
Welcome to the age of the Profit $ (FT)
When AI costs more than the Engineer (Tomasz Tunguz)
An Investor’s first job is to survive (Safal Niveshak)
Spotting bubbles & calling tops (CS)
Dividend Investing is Dead (Flyover Stocks)