Categories
Links

Linkfest: 17 September, 2025

Some stuff I am reading today morning:

India-US trade talks intensify (BS)

FED on the verge of rate cut (Yahoo)

Inside the 250 Cr Gameskraft CFO fraud (Fortune)

Company: Urban Company (Forbes)

Stock Talk: Pharma Stocks (Rediff)

On Scale Economies shared (The Market)

The Case against Concentration (Verdad Cap)

Crowdedness as an Investing Risk (Morningstar)

Assessing Gold’s portfolio utility (DEShaw)

Maximising Sleep-Adjusted Returns (Snowball Research)

Categories
Exchange Filings Rice

KRBL : Grain of Truth

Source: Exchange Release of KRBL Ltd

Categories
Exchange Filings Shipyards

Titagarh: Not Just Railways

Source: Exchange Filings of Titagrah Rail Systems Ltd

Categories
Links

Linkfest: 15 September, 2025

Some stuff I am reading today morning:

What happens if you miss today’s ITR deadline (MC)

RM Rajnath Singh approves Defence Procurement Manual (BS)

India: Slowing Growth, Premium Valuations (BW)

REIT sector set for robust expansion (Rediff)

European Defense startups are booming (CNBC)

Company: NITCO (Zen Nivesh)

Company: Aplab Ltd (Bhavik Mehta)

What’s the Mutual Fund AUM of your city? (CM)

Is Gold Cooked? (DR)

The In-Kind Distribution (Cash & Carried)

Categories
Startups

VCs charge towards Defence Startups

Source : Financial Times