Source: Investor Presentation of Stovekraft Ltd
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Linkfest: 04 August, 2026
Some stuff I am reading today morning:
Nifty’s 200 point rally just before closing (Fortune)
Valuation reality check for Zepto (Forbes)
Mandatory V2V systems proposed for vehicles (BT)
India’s manufacturing PMI at 5 year low (DH)
3 Niche Manufacturing Plays (Native Invest)
Stock Talk: ITC (FE)
What went wrong at IBM (DR)
Investing in Momentum (CS)
The challenge of valuing cos (Tker)
The sound of inevitability (Moon Tower)
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Neogen: 7x Demand
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GSM: Aisa Bhi Hota Hai
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Linkfest: 03 August, 2026
Some stuff I am reading today morning:
New stock market timings from today (BW)
Renewed US-Iran talks today (JPost)
FPIs become net buyers in July (Rediff)
Thread: Backtesting every SIP theory (Yashodhan)
New roadmap for Tata Trusts (MC)
Bigbasket’s Quick Commerce Gamble (FE)
Deep Dive: Groww (Zen Nivesh)
Wall Street’s Oldest Lesson (Yahoo)
The end of Mag 7 (FT)
Waiter or Owner (MI)