Some stuff I am reading today morning:
S&P 500, NASDAQ hit record highs (CNBC)
Bajaj Finance MD Saha resigns (MC)
SEBI lifts trading ban on Jane Street (Rediff)
SBI raises 25,000 Cr through QIP (DH)
Indian film industry in crisis (BT)
Sector: Small Finance Banks (Forbes)
Stock: Northern Arc (GreenEdge)
Ethereum is surging (Yahoo)
Beyond Stablecoins (Decentralised)
The art of selecting ‘Growth Royalty’ cos (Bill Ackman)
Some stuff I am reading today morning:
Anthem Biosciences IPO listing today (MSN)
HDFC Bank announces first ever Bonus (Forbes)
EU’s new oil curbs to severely impact India (BT)
Reliance Industries under siege (BW)
EU sanctions on India’s Nayar refinery (MC)
Crypto Exchange CoinDCX hacked (DH)
Stock Talk: Tata Motors (FE)
India’s crackdown on market manipulation (CNBC)
The Double Digit Decades (CS)
No Paralysis through Analysis (Microcap Club)
Some stuff I am reading today morning:
Capitalmind MF launches first NFO today ( HDFC)
India unfazed by Trump’s Russia threats ( OP )
Byju’s founders plan lawsuits against investors ( BS )
Adani sells 20% stake in Adani Wilmar ( DH )
India Office REITs bounce back ( Fortune )
Why I wrote the first cheque for Rapido ( Forbes )
Startup : Gameskraft ( BI )
There are over 23 Million Millionaire households in US (D&D)
Muted impact of tariffs on US inflation ( BP )
Why you shouldn’t be scared of market highs ( Carson )
Some stuff I am reading today morning:
How much cash do Mutual Funds hold? ( CM )
US pressurising India on agriculture tariffs ( HT )
Vietnam’s VinFast opens eSUV bookings ( Rediff)
2 Sectors, 10 Charts ( Nooresh Merani )
Company: Veritas Finance ( BI )
July 2025 Letter to Investors ( Ikigai )
Interview with Rahul Saraf ( TOI )
Meta is pouring Billions of $ in AI ( Yahoo )
Tech Philosophy and AI Opportunity ( Stratechery )
The deception of a good outcome ( SN )
Some stuff I am reading today morning:
Tesla’s Model Y debuts in India (CNBC)
M&M is now India’s second largest car maker ( BT)
Whistleblower’s ordeal exposes SEBI (BW)
Company: Godavari Biorefineries (BI)
Why the F&O casion must thrive (ML)
Revenue in Web3 (Decentralised)
Interview with Jeffrey Sherman (The Market)
Knowing our boundaries (2Point2 Capital)
Bring the noise (BI)
Q1FY26 Letter to Investors (Solidarity)