Source: FY2025 Annual Report of Jamna Auto Industries Ltd
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Linkfest: 24 September, 2025
Some stuff I am reading today morning:
Gold prices hit fresh highs (BS)
Lead Indicator US Freight is in a recession (Kobeissi Letter)
Swiggy exits Rapido for 2400 Cr (DH)
Stock Talk: GMDC (BT)
3 Data Centre Stocks (FE)
Assign yourself a story (Kingswell)
The Art of doing Less (BI)
The Electric Tech Stack (Noah Opinion)
MrBeast to build an Entertainment Empire (Bloomberg)
H1B visa was the bridge between US & India (NYTimes)
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Parental Advice
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Pace Digitek: Pace without Paid
Source: RHP of Pace Digitek Ltd
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Linkfest: 23 September, 2025
Some stuff I am reading today morning:
Maruti, Hyundai report record festive bookings (BT)
IT stocks see biggest drop in 6 months (BS)
Gold hits fresh high of Rs.116,200 (Rediff)
The Gold Price is wrong (Katusa)
India is betting $18B to become a chips powerhouse (CNBC)
China trip exposes Uninvestable sectors of West (Bloomberg)
How to avoid value traps in Asia (ACS)
Thread: Oberoi’s 25 acre bet on Borivali (Dhruvesh Sanghvi)
Ray Dalio warns of Dark Times (Fortune)
Why you should save in hard money (DR)