Categories
Links

Linkfest : 17 July, 2025

Some stuff I am reading today morning:

How much cash do Mutual Funds hold? ( CM )

US pressurising India on agriculture tariffs ( HT )

Vietnam’s VinFast opens eSUV bookings ( Rediff)

2 Sectors, 10 Charts ( Nooresh Merani )

Company: Veritas Finance ( BI )

July 2025 Letter to Investors ( Ikigai )

Interview with Rahul Saraf ( TOI )

Meta is pouring Billions of $ in AI ( Yahoo )

Tech Philosophy and AI Opportunity ( Stratechery )

The deception of a good outcome ( SN )

Categories
Credit Reports Exchange Filings

Apollo: Acuite Appeal

Source: Exchange Filings of Apollo Micro Systems Ltd

Categories
Excerpts

When to buy an Index Fund

Source : Wall Street Journal

Categories
Links

Linkfest: 16 July, 2025

Some stuff I am reading today morning:

Tesla’s Model Y debuts in India (CNBC)

M&M is now India’s second largest car maker ( BT)

Whistleblower’s ordeal exposes SEBI (BW)

Company: Godavari Biorefineries (BI)

Why the F&O casion must thrive (ML)

Revenue in Web3 (Decentralised)

Interview with Jeffrey Sherman (The Market)

Knowing our boundaries (2Point2 Capital)

Bring the noise (BI)

Q1FY26 Letter to Investors (Solidarity)

Categories
Autos Chart

BYD Vs Tesla

Source : Financial Times