Categories
Links

Linkfest: 10 September, 2025

Some stuff I am reading today morning:

Bank Credit growth slows (BW)

The US economy is weakening (CNBC)

Perspective on the Markets (White Oak)

Company: JKIPL (BI)

The real salvation is in exports (ML)

How India fought off US sanctions in 1970s (BS)

What is the right monthly SIP for retirement? (Fortune)

An Investor Manual (Manish Chokhani)

Do simple stock picking formulas still work? (Morningstar)

When family business CEOs step down (Klementon)

Categories
Annual Reports Power

GIPCL: Only 3x

Interesting that Market Cap of GIPCL is only 3x that of its operating cash flow

Source: FY2025 Annual Report of Gujarat Industries Power Company Ltd

Categories
Annual Reports Autos

No longer Rickshaw Country

Source: FY2025 Annual Report of Kingfa Science & Technology (India) Ltd

Categories
Links

Linkfest: 09 September, 2025

Some stuff I am reading today morning:

Interview with FM Nirmala Sitharaman (FE)

Tiruppur worst affected by US Tariffs (Open)

EU, US plan coordinated action on Russian oil (OP)

Infosys to consider share buyback (MC)

Sell Side Research: Scoda Tubes (RJ)

FY2025 Returns of Mutual Funds (CM)

Impermanence (Safal Niveshak)

The Ivy League keeps failing this basic investing test (WSJ)

Trump’s Crypto Dealings (Atlantic)

The rush into hard assets has just begun (DR)

Categories
Annual Reports Pharma

Senores: Make in America

Source: FY2025 Annual Report of Senores Pharmaceuticals Ltd