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Links

Weekend Mega Linkfest: 29 August, 2025

Some off beat reads for the weekend:

Why US can never be India’s ally (FP)

The Deep State wants to oust Modi (GC)

Roast: Donald Trump (Oliver Kornetzke)

NATO’s Anschluss (Dmitry Medvedev)

5 Realities of Russia-Ukraine War (Crisis)

Will Eastern Europe abandon Ukraine? (NI)

Myanmar caught between US & China (Korybko)

The Tibetan quest for Independence (ORF)

France’s secret: Military Brothels (New Lines)

Thread: Finland was a Nazi Germany ally (Rina Luru)

10 AI Application shaping the future (Time)

The End of Islam as an agent of history (Open)

Thread: The man who saved Ganesha Idols (K Balakumar)

Moraji Desai was a CIA mole (Ubermensch Jatt)

Book Review: Cuisine & Empire (PSmiths)

Categories
Annual Reports Shipyards

Mazagon: Maza Gone

Source: FY2025 Annual Report of Mazagon Dock Shipbuilders Ltd

Categories
Annual Reports

NACL: Why I Sold

Source: FY2025 Annual Report of NACL Industries Ltd

Categories
Links

Linkfest: 29 August, 2025

Some stuff I am reading today morning:

India’s growth will slip below 6% (DH)

India’s 3-way balancing act (CNBC)

Trump’s Trade War is hurting the US economy (Yahoo)

Adani Group’s EBITDA crosses 90,000 Cr (Rediff)

SEBI clears Groww’s IPO (MC)

Stock Talk: Defence Shipbuilders (FE)

When markets concentrate (Novel Investor)

The Probability Machine (Big Picture)

The Bubble Term (Hussman Funds)

Mirrors & Hats (Seth Godin)

Categories
Annual Reports

Tarachand: Understated Profits

Source: FY2025 Annual Report of Tarachand Infralogistic Solutions Ltd