Categories
Excerpts

Good Times Vs Hard Times

Source: Jason Zweig, Wall Street Journal

Categories
Observations

Age of CEOs Matter

Source: Presentation of Manish Chokhani at Flame University

Categories
Chart FundFlow

The Flipping

Source: White Oak

Categories
Links

Linkfest: 10 September, 2025

Some stuff I am reading today morning:

Bank Credit growth slows (BW)

The US economy is weakening (CNBC)

Perspective on the Markets (White Oak)

Company: JKIPL (BI)

The real salvation is in exports (ML)

How India fought off US sanctions in 1970s (BS)

What is the right monthly SIP for retirement? (Fortune)

An Investor Manual (Manish Chokhani)

Do simple stock picking formulas still work? (Morningstar)

When family business CEOs step down (Klementon)

Categories
Annual Reports Power

GIPCL: Only 3x

Interesting that Market Cap of GIPCL is only 3x that of its operating cash flow

Source: FY2025 Annual Report of Gujarat Industries Power Company Ltd