Categories
Links

Linkfest: 05 August, 2026

Some stuff I am reading today morning:

LIC OFS gets 36,000 Cr bids (FE)

US markets hit record highs (HT)

RBI meet today (MC)

India raises windfall taxes on fuel exports (Forbes)

Company: Manipal Health (BI)

Thread: Regulatory History of Auction Closing (SP)

How China won the Iran war (Paul Krugman)

What is it like to be a young founder (TC)

Is Value Investing dead? (Morningstar)

Disastrous but Committed (Havenstein)

Categories
Links

Linkfest: 04 August, 2026

Some stuff I am reading today morning:

Nifty’s 200 point rally just before closing (Fortune)

Valuation reality check for Zepto (Forbes)

Mandatory V2V systems proposed for vehicles (BT)

India’s manufacturing PMI at 5 year low (DH)

3 Niche Manufacturing Plays (Native Invest)

Stock Talk: ITC (FE)

What went wrong at IBM (DR)

Investing in Momentum (CS)

The challenge of valuing cos (Tker)

The sound of inevitability (Moon Tower)

Categories
Links

Linkfest: 03 August, 2026

Some stuff I am reading today morning:

New stock market timings from today (BW)

Renewed US-Iran talks today (JPost)

FPIs become net buyers in July (Rediff)

Thread: Backtesting every SIP theory (Yashodhan)

New roadmap for Tata Trusts (MC)

Bigbasket’s Quick Commerce Gamble (FE)

Deep Dive: Groww (Zen Nivesh)

Wall Street’s Oldest Lesson (Yahoo)

The end of Mag 7 (FT)

Waiter or Owner (MI)

Categories
Links

Linkfest: 31 July, 2026

Some stuff I am reading today morning:

Microsoft creates stock market history (Yahoo)

Trump exasperated on Iran (MSN)

Zepto pauses IPO plans (MC)

Korean investors stress out (FT)

The liquidation of Situational Awareness fund (HT)

Indian steel exports may fall by 30% (BS)

India’s Financial Plumbing Duopolies (KK)

Interview with PeakXV’s Rajan Anandan (Forbes)

Will it ever be a stock picker’s market? (Old Rope)

Some investing proverbs and tips (Cover Street)

Categories
Links

Linkfest: 30 July, 2026

Some stuff I am reading today morning:

FED leaves rates unchanged (CNN)

Trump warns of fresh Iran strikes (MC)

Aramco shuts down Jazan refinery (The Street)

Thread: Incredible stock market crash in Korea (KL)

SML Mahindra to acquire Mahindra’s CV business (BW)

Shailesh Jejurikar to become P&G Chairman (Rediff)

Stock Talk: Groww (FE)

The gaming of guidance (Aswath Damodaran)

China’s commercial space boom (FT)

Marked to Make Believe (Tony Isola)