Source: Investor Presentation of Bank of Maharashtra Ltd
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Linkfest: 10 July, 2026
Some stuff I am reading today morning:
Trump’s Iran truce in limbo (Yahoo)
China’s claim against S-400 (BT)
Mutual Fund AUM leaderboard (CM)
Company: SK Hynix (FE)
Q2 2026 returns in global markets (NI)
Why Retail loves SpaceX (AA)
Gold’s obituary just got published (Katusa)
Playing it safe can make you poor (BN)
Time to sell these stocks (DR)
Generous Collusion (Seth Godin)
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Data Patterns: PAT > Revenue
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Analysts are Useful
Source: Wall Street Journal
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Linkfest: 09 July, 2026
Some stuff I am reading today morning:
US attacks Iran (CNBC)
Indonesia buys Indian missiles (BW)
India’s $100 Billion Grid bet is accelerating (OP)
Nvidia’s $1 Trillion sell off (Yahoo)
Deep Dive: Indian Drone Industry (Nothing Linear)
Research: Hexagon Nutrition (Birch Tree)
Mid-2026 Letter to Investors (Terry Smith)
The AI Data Centre cover-up (FT)
Save more instead of chasing higher returns (HT)
On Portfolio Construction (Pardinhos)