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Links

Linkfest: 12 August, 2026

Some stuff I am reading today morning:

Trump’s tactics to avoid getting assassinated (CNN)

Iran’s war fighting skills have evolved (NY Times)

India’s middle class can’t afford homes (MC)

Air India pilot was on drugs (BS)

Food packet ke andar kya hai? (ML)

Patels are America’s Motel Kings (FE)

Sodium-Ion batteries gain ground (OP)

How to look at real estate cash flows (RKV)

The AI boom isn’t an investment boom (EPB)

The collateral damage from investing conviction (Aswath Damodaran)

Categories
Chart

The Future is EV

Source: Wall Street Journal

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Chart

India’s Services Exports

Source: Financial Times

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ConferenceCall

Shilpa: Harvesting Time

Source: Earnings Call of Shilpa Medicare Ltd

Categories
Links

Linkfest: 11 August, 2026

Some stuff I am reading today morning:

US-Iran talks in stalemate (Yahoo)

BSE to replace Wipro in Nifty 50 (MC)

Chennai’s second airport (DH)

States can’t tax minerals under new Bill (FE)

US Judge dismisses Adani case (Politico)

Nvidia to raise $500B (CNBC)

Presentation: MV Electrosystems Ltd (Tushar Bohra)

Presentation: Jeena Sikho Lifecare (Trinetra)

Baskets Vs Single Names (ORR)

Russia is still winning in Ukraine (DR)