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Chart

Where Govt is Spending

Source: Business Standard

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Chart

US S&P 500 is Record Expensive

Source: Wall Street Journal

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Links

Linkfest: 06 November, 2025

Some stuff I am reading today morning:

PSU Banks post record profits (DH)

InvIT market size set to triple by 2030 (FE)

The Ching’s Secret recipe for Tata Consumer (Fortune)

Company: Workmates Core2Cloud Solutions (BW)

The revolution in India’s Mutual Fund landscape (BT)

Interview with Jim Bianco (The Market)

The dark side of Japanese convenience stores (FT)

The miracle of uninterrupted compounding (Tony Isola)

I want to believe in Unicorns (Retirement Manifesto)

Technology outpaces Permission (Collab Fund)

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InvestorPresentations

Adani: Cash Machine

Source: Investor Presentation of Adani Enterprises Ltd

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Links

Linkfest: 05 November, 2025

Wishing readers on the occasion of Gurpurab

Some stuff I am reading today morning:

Bitcoin falls below $100,000 (Yahoo)

The logic of loss making IPOs (Nithin Kamath)

ChrysCap closes record $2.2 Billion Fund Raise (MC)

Indigo flies into red (DH)

India’s Electric Bus Market accelerates (BW)

Mehli Mistry exits Tata Trusts (HT)

Interview with Zepto’s Aadit Palicha (Forbes)

The Age of Artificial Exuberance (ML)

The collapse of Log9 (Inc 42)

5 Ways to avoid Bias Towards Action (Big Picture)