Categories
Links

Linkfest : 06 May, 2025

Some stuff I am reading today morning:

States ordered to conduct mock drills ( ANI )

Foreign airlines are avoiding Pakistan airspace ( Reuters)

Pakistan’s growth at risk ( Fortune )

Promoting US production of critical medicines ( White House)

Trump Tariff Tales ( Monarch AIF )

Technical view on Consolidation ( Nooresh Merani )

Company: Blue Jet Healthcare ( Forbes )

Bhushan case : A judicial order to unscramble eggs (ML )

Codeshare agreements are key to becoming aviation hub ( BW )

China’s disappearing data ( MC )

Categories
InvestorPresentations SME

KSolves: What Wealth Creation Looks Like

Source: Investor Presentation of KSolves India Ltd

Categories
Quotes

Buffett on Balance Sheets

Source: Berkshire 2025 AGM

It’s one thing we’ve really never talked about here, but I spend more time looking at balance sheets than I do income statements. Wall Street doesn’t pay much attention to balance sheets, but I like to look at balance sheets over an 8 or 10 year period before I even look at the income account because there are certain things it’s harder to hide or play games with on the balance sheet than with the income statement.

Neither one gives you the total answer on anything, but you should understand what the figures are saying and what they don’t say and what they can’t say and what the management would like them to say that the auditors wouldn’t like them to say. You learn more from balance sheets in my view than most people give them credit for

-Warren Buffett

Categories
Links

Linkfest : 05 May, 2025

Some stuff I am reading today morning:

FPIs infuse 4,223 Cr in April 2025 (DH)

India cuts off water flow to Pakistan from Chenab (HT)

Bhushan Power : SC slams JSW ( B&B )

OPEC+ stuns the oil markets (OP)

Govt terminated IMF ED Subramanian’s services (Rediff)

US places 100% tariffs on Foreign Movies (Trump)

US De Minimis loophole closed (CNN)

Transcript: 2025 Berkshire Hathaway AGM (SC)

The Greed & Fear tango (Aswath Damodaran)

Use family for tax planning (FE)

Categories
TopClicks

Top Clicks on Alpha Ideas this Week

Here are the most clicked items on Alpha Ideas this week:

India’s Top 1% (AI)

Returns of Gold ETFs (AI)

25 Transformative Investment Ideas (HDFC Sec)

The rogue Army that owns Pakistan (Open)

Thread: How China swallowed the shipbuilding industry (Jukanlosreve)

Defence Stocks: On the March (AI)

Coming Flood of PTA (AI)

Chart: Apparel Advantage (AI)

IITian CEO struggled to afford Bengaluru rent (HT)

SEBI bans 3 You Tube influencers (DH)