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ConferenceCall

Menon: No Bearing

Source: Earnings Call of Menon Bearings Ltd

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AMC

Can Robeco: Weaking Internals

Hat Tip: AD

Source: Investor Presentation of Canara Robeco Asset Management Company Ltd

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Links

Linkfest: 21 January, 2026

Some stuff I am reading today morning:

Gold, Silver hit record highs (DH)

Bloodbath on Dalal Street (MC)

‘Sell America’ trade is in full swing (CNBC)

Markets don’t like Trump’s Greenland play (Yahoo)

Europe can weaponize $10 Trillion of US assets (Bloomberg)

Trump Exhaustion Syndrome (Atlantic)

Company: Adani Power (FE)

SaaS isn’t dead (EM)

Why you can’t time the market (Nick Maggiulli)

The many facets of Stock Momentum (AA)

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Excerpts

Away from US

Source: Financial Times

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Chart

Top 10 Profitable Hedge Funds

Source: Wall Street Journal