Categories
Links

Linkfest: 10 June, 2026

Some stuff I am reading today morning:

US strikes Iran (JPost)

TCS will have as many AI agents as employees (BS)

India Growth Story falters (CNBC)

Interview with Pankaj Akula, AKSI Aerospace (BW)

The Trump Crypto Playbook (Reuters)

Ambani invests $100M in Trump startup (Pro Publica)

Q4 FY2026 Letter to Investors (Solidarity)

The Buffett style options strategy (AM)

Portfolio Prepping (DR)

A Century of Stock Market Winners (WM)

Categories
InvestorPresentations Power

India’s Generation Ambition

Source: Investor Presentation of Hitachi Energy Ltd

Categories
ConferenceCall Footwear

Bata: Sneaky Solution

Source: Earnings Call of Bata India Ltd

Categories
Links

Linkfest: 09 June, 2026

Some stuff I am reading today morning:

What comes next for Israel & Iran (JPost)

Bombay High Court strikes down spectrum charges (MC)

Controversial subsidiary sale of Reliance Industries (ML)

Suzlon 2.0 (BI)

Company: Cinepolis (BW)

India is industrializing with Solar (Grist)

Nobody knows anything, SpaceX IPO edition (BP)

Foreign investors are dumping Korean stocks (CNBC)

China’s population collapse is irreversible (Rod Martin)

N Korea is the world’s most unlikely growth story (WSJ)

Categories
ConferenceCall

HEG: Last Straw

Source: Earnings Call of HEG Ltd