Categories
Links

Linkfest: 24 July, 2026

Some stuff I am reading today morning:

Why Oil is above $100 (Guardian)

Trump launches new tariffs (CNN)

Big Tech stocks prices fall (Yahoo)

Indigo against Adani airline (BT)

Consultation Paper on PMS (SEBI)

Company: Manam Chocolates (Forbes)

Sell Side Research: HFCL (Deven Choksey)

Battle of the Straits (DR)

High Expectations (Microcap Club)

Why No One understands the AI boom (Ground Breaker)

Categories
Annual Reports Ports

JSW Infra: 4 Not 3

Source: FY2026 Annual Report of JSW Infrastructure Ltd

Categories
ConferenceCall

Jio: Jiometry Class

Source: Earnings Call Transcript of Jio Financial Services Ltd

Amusing to see a Nifty 50 company hold an Earnings Call and not do any Q&A

Categories
Links

Linkfest: 23 July, 2026

Some stuff I am reading today morning:

Oil hits $95/barrel (CNBC)

US bond yields rise (Yahoo)

Interview with Ravi Lambah of Temasek (MC)

Bira91 Founder Ankur Jain steps down (Arc)

Ben Affleck’s AI co sold for $587 Million (LA Times)

Will Quant based Mutual Funds work? (CM)

Company: Amrapali Jewels (Forbes)

Deep Dive: Uber Technologies (LC)

Why cutting losses is so hard (EA)

Retire to Something (MM)

Categories
IPO

Indo-MIM: Lapata Promoter

Source: RHP of Indo-MIM Ltd