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Tweets

We are different and down

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Links

Linkfest: 18 February, 2025

Some stuff I am reading today morning:

JanNivesh SIP offers Rs.250 SIPs (BT)

India, US to finalize trade deal (Rediff)

NTPC to invest $62 Billion in nuclear capacity (OP)

Why BharatNet remains an unfinished dream (Money Life)

Jewellers margin set to take a hit (FE)

Regional upstarts are beating National Consumer brands (Fortune)

Market Notes: Reset (Prabhakar Kudva)

Stock Talk: Swan Defence ( BW)

Which cities have the highest MF AUM? (CM)

The great EBITDA illusion (BBS)

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ConferenceCall

Advanced Enzymes : Enhanced Returns

Source : Earnings Call of Advanced Enzymes Ltd

Oplus_131072
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Chart

SMID Valuations still above Average

Source : Business Standard

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Links

Linkfest : 17 February, 2025

Some stuff I am reading today morning:

Sizzling demand for gold loans ( FE )

Relentless FII selling hits market sentiments ( Rediff )

Startup : ePlane ( DH )

Smartest AI on Earth, Grok 3 launched ( HT )

SIP stoppage ratio jumps in Jan ( MC )

Prashant Jain warns of record losses ( Fortune )

Can bubbles repeat? ( Acadian )

Staying the course ( Rational Walk )

The Magnificent Seven ( Brooklyn Investor )

Ceteris Paribus in Investing ( Sam Ro )