Categories
Links

Linkfest: 09 September, 2025

Some stuff I am reading today morning:

Interview with FM Nirmala Sitharaman (FE)

Tiruppur worst affected by US Tariffs (Open)

EU, US plan coordinated action on Russian oil (OP)

Infosys to consider share buyback (MC)

Sell Side Research: Scoda Tubes (RJ)

FY2025 Returns of Mutual Funds (CM)

Impermanence (Safal Niveshak)

The Ivy League keeps failing this basic investing test (WSJ)

Trump’s Crypto Dealings (Atlantic)

The rush into hard assets has just begun (DR)

Categories
Annual Reports Pharma

Senores: Make in America

Source: FY2025 Annual Report of Senores Pharmaceuticals Ltd

Categories
Chart

Last 5 Years were Abnormal

Source : Business Line

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Chemicals InvestorPresentations

PCBL: Special Bet

Source: Investor Presentation of PCBL Chemical Ltd

Categories
Links

Linkfest: 08 September, 2025

Some stuff I am reading today morning:

Why are FPIs selling? (Akash Prakash)

Car makers drop prices (BT)

Russian vaccine for colon cancer (FE)

Mukesh Ambani’s deft diplomacy (BW)

India,Israel to sign Bilateral Investment Agreement (BS)

Tesla has proposed $1 Trillion pay package for Musk (MC)

Stock Analysis: Marine Electricals (Dr Vijay Malik)

Thread: Notes from Investor Accelerator Summit (Kaji Katlu)

The expensive truth about cheap investments (BB)

Proof of Wealth (Nick Maggiulli)