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The First Stock
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Linkfest : 17 July, 2025
Some stuff I am reading today morning:
How much cash do Mutual Funds hold? ( CM )
US pressurising India on agriculture tariffs ( HT )
Vietnam’s VinFast opens eSUV bookings ( Rediff)
2 Sectors, 10 Charts ( Nooresh Merani )
Company: Veritas Finance ( BI )
July 2025 Letter to Investors ( Ikigai )
Interview with Rahul Saraf ( TOI )
Meta is pouring Billions of $ in AI ( Yahoo )
Tech Philosophy and AI Opportunity ( Stratechery )
The deception of a good outcome ( SN )
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Apollo: Acuite Appeal
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When to buy an Index Fund
Source : Wall Street Journal
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Linkfest: 16 July, 2025
Some stuff I am reading today morning:
Tesla’s Model Y debuts in India (CNBC)
M&M is now India’s second largest car maker ( BT)
Whistleblower’s ordeal exposes SEBI (BW)
Company: Godavari Biorefineries (BI)
Why the F&O casion must thrive (ML)
Revenue in Web3 (Decentralised)
Interview with Jeffrey Sherman (The Market)
Knowing our boundaries (2Point2 Capital)
Bring the noise (BI)
Q1FY26 Letter to Investors (Solidarity)