Categories
Links

Linkfest: 02 June, 2025

Some stuff I am reading today morning:

Ukraine launches major drone attack against Russia (Guardian)

Message from Ukraine (Zelenskyy)

RBI to deliver 25 bps rate cut on Friday (BS)

The comeback of Anil Ambani (BW)

SEBI’s 10 Lakh Minimum Investment Rule (Fortune)

Takeaways from Earnings Call Q4 FY25 (Zerodha)

Inside Chris Hohn’s TCI (Thematic Edge)

Salaried employees can choose between ITR-1 & ITR-2 (MC)

7 attributes of the Millionaire next door (CS)

Generational Wealth Vs Enough (WCI)

Categories
TopClicks

Top Clicks on Alpha Ideas this Week

Here are the most clicked items on Alpha Ideas this week:

Lloyds: Sicilian Defense (AI)

Cosmic CRF: Doubler (AI)

Wanbury: More at Less (AI)

Billion $ Brands of Coca Cola India (DH)

Key takeaways from RBI annual report (Forbes)

Thread: 10 Lessons from Rose Blumkin (Shane Parrish)

Bangaldesh industrialists warn of imminent collapse (DT)

China will become world’s first Electrostate (OP)

Airline Headlines (AI)

How important is the CEO? (AI)

Categories
Links

Weekend Mega Linkfest: 30 May, 2025

Some off beat reads for the weekend:

Interview with RSS Sarsanghchalak Dr. Mohan Bhagwat (Organiser)

India needs a Veer Savarkar (Goa Chronicle)

The last chapter of Naxalite insurgency (Open)

America is a loser of Operation Sindoor (First Post)

The US-Japan Alliance (Engelsberg)

How to start a war with Russia (RT)

Sergei Lavrov: Russia’s longest serving diplomat (Al Majalla)

Thread: Pakistan-Turkey alliance (DisInfo Lab)

Kabul back in focus (Cradle)

Second Class Citizenship of Palestinian Israelis (Jacobin)

The untold story of 9/11’s Architect (TOI)

The curse of Toumai (Guardian)

Fiction: The Ex (Dilli Mirror)

The Turkish genocide of Christians (Dan Burmawi)

Metric-Less Success (Lawrence Yeo)

Categories
Defence InvestorPresentations

Lloyds: Sicilian Defense

Source: Investor Presentation of Lloyds Engineering Works Ltd

Categories
ConferenceCall

IMFA: 80% Cost Inflation

Source: Earnings Call of Indian Metals & Ferro Alloys Ltd