Categories
Links

Linkfest: 22 May, 2026

Some stuff I am reading today morning:

US, Iran in intense talks (MC)

Thread: Don’t let 100 INR/$ bother you (Arvind Panagariya)

Warning signs from India’s bond market (BS)

Zepto to launch IPO in July (Rediff)

Gold is 1.65L/10 grams (DH)

Company: Deccan Gold Mines (Pulse of Profit)

Stock Talk: Force Motors (FE)

Why we invested in National Fittings (Bhavik Mehta)

AI earnings are cyclical not permanent (Jim Chanos)

Most high-income earners retire with 3 Cr portfolios (Muthu)

Categories
InvestorPresentations Solar

Premier: Going Backwards

Source: Investor Presentation of Premier Energies Ltd

Categories
InvestorPresentations NBFCs

Sammaan: Maano Ya Na Maano

Source: Investor Presentation of Samman Capital Ltd

Categories
InvestorPresentations

Ajax: Sarkari Samasya

Source: Investor Presentation of Ajax Engineering Ltd

Categories
Links

Linkfest: 21 May, 2026

Some stuff I am reading today morning:

INR hits fresh lifetime lows (DH)

Adani-Untouchable no longer (BW)

SpaceX files IPO prospectus (Yahoo)

Wait till 15th June before filing ITR (MC)

Stock Talk: MTAR Technologies (FE)

Interview with Nikhil Aggarwal, Grip Invest (BT)

US Public Markets Update (Coatue)

Stories Vs Statistics (CS)

Investing in a world in turmoil (DR)

Why people are excited about Swatch’s Royal Pop watch? (BBC)