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ConferenceCall

Midhani: 5 More

Source: Earnings Call of Mishra Dhatu Nigam Ltd

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Linkfest: 25 August, 2025

Some stuff I am reading today morning:

Govt braces for 40,000 Cr revenue shortfall (BT)

India-US trade negotiations are still going on (CNBC)

Stock Talk: Ola Electric (FE)

Sector: IT Services (Gorilla Game)

Why smart money is flooding into Flexicap Funds (DH)

How to beat the market (Humble $)

What’s the bottom line for the stock market? (Sam Ro)

The Sports Car paradox (BB)

The Violinist Problem (Seth Godin)

Where have all the contrarians gone? (CS)

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Links

Weekend Mega Linkfest: 22 August, 2025

Some off beat reads for the weekend:

The Affection Economy (ORF)

The US is losing the plot on India (NI)

Rebuild India-US relationship (Newsweek)

Canada-India peace is temporary (Walrus)

Agni V is reshaping Asia’s strategic balance (FP)

Peace in Ukraine will destroy EU establishment (RT)

UAE’s covert wars (Cradle)

Climate Crisis in Mauritius (The Dial)

Tuvalu: How to leave a sinking nation (Guardian)

The Vatican & The Mafia (New Lines)

Muslim Anti-Semitism: Dangerous but Modern (TOI)

Putin-The Chekist (Engelsberg)

Thread: Life of Sikh girl married to Muslim Man (Simha)

Different kind of Indian Weddings (Hill Post)

Thread: The tomb of Ruttie Jinnah (Sam Dalrymple)

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ConferenceCall

Windlas: Tailwind of Trade Generics

Source: Earnings Call of Windlas Biotech Ltd

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ConferenceCall QSR

Devyani: Teen Biryani

Source: Earnings Call of Devyani International Ltd