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ConferenceCall

Titan: Lab Grown Commodity

Source: Earnings Call of TITAN Company Ltd

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Links

Linkfest: 12 August, 2025

Some stuff I am reading today morning:

Equity Mutual Fund Inflows hit record high (BW)

INR near record lows despite weak $ (BS)

Acrobatic Accounting at Suzlon Energy (ML)

L&T bags 15,000 Cr order from Adani Power (FE)

Lab Grown Diamonds make it outshine (Forbes)

Company Treasuries are buying Bitcoin (Katusa)

3 Big Ideas for understanding how stocks work (F&F)

Chettiars: Bankers of the East (Frontline)

Why Russia plotted to kill the Rheinmetall CEO (Climateer)

Scarcity Vs Abundance (Seth Godin)

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Chart

IT Out of Favour

Source: Financial Times

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ConferenceCall

Saregama: The Exception

Source: Earnings Call of Saregama India Ltd

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Links

Linkfest: 11 August, 2025

Some stuff I am reading today morning:

Pak Army Chief threatens India (Wion)

Stock Talk: Apollo Micro Systems (FE)

Sell Side Research: Solar Industries (Nirmal Bang)

Succession feuds in India Inc (Rediff)

The decline of Intel (Yahoo)

What Microsoft’s $4 Trillion market cap means (FA Mag)

The Energy Storage Revolution (OP)

India’s global play for rare earths (BW)

The VC backed rise of micro dramas (Forbes)

Stumbling Superpower Syndrome (DR)