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Linkfest : 04 June, 2025

Some stuff I am reading today morning:

Nvidia again world’s most valuable co ( CNBC )

Adani mulls entering airport ground services ( DH )

Gensol, Blu Smart face insolvency heat ( BS )

Can China block Brahmaputra? ( MC )

Company : Paras Defence ( BW )

Startups must move away from vanity metrics ( Forbes )

Flexible Investment Tactics ( BHI )

Lessons from a decade of investing ( Anand Shah )

When to Buy? ( Kiran D )

How investors can close the Behaviour Gap ( BI )

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Linkfest: 03 June, 2025

Some stuff I am reading today morning:

Algos dominate Indian Equities, F&O (MC)

Adani rubbishes WSJ allegations (BSE)

RBI’s $73 Billion short book (DH)

Unprecedented losses in Japanese bond markets (Kobeissi)

Jamie Dimon sees risks in US bond markets (The Street)

Maruti flags steep decline in budget car sales (BT)

Commodity: Lithium (Katusa)

Narratives Based Investing (Climateer)

How much should Elon Musk get paid? (HT)

The consumer AI revolution (Collab Fund)

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Linkfest: 02 June, 2025

Some stuff I am reading today morning:

Ukraine launches major drone attack against Russia (Guardian)

Message from Ukraine (Zelenskyy)

RBI to deliver 25 bps rate cut on Friday (BS)

The comeback of Anil Ambani (BW)

SEBI’s 10 Lakh Minimum Investment Rule (Fortune)

Takeaways from Earnings Call Q4 FY25 (Zerodha)

Inside Chris Hohn’s TCI (Thematic Edge)

Salaried employees can choose between ITR-1 & ITR-2 (MC)

7 attributes of the Millionaire next door (CS)

Generational Wealth Vs Enough (WCI)

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Linkfest: 30 May, 2025

Some stuff I am reading today morning:

SEBI notifies new F&O rules (MC)

Razorpay finishes reverse flipping (DH)

India set to be world’s 4th largest economy (CNBC)

IPL fever pushes up fares (BS)

Key takeaways from RBI annual report (Forbes)

Turbulent outlook for industrial growth (BW)

Brokers get a side hustle (FE)

Strategies work, Stocks don’t (Jatin Khemani)

Most US Funds under perform the S&P 500 (Big Picture)

The Gold bull market has just begun (DR)

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Linkfest: 29 May, 2025

Some stuff I am reading today morning:

US Court strikes down Trump reciprocal tariffs (CNBC)

India’s car production at risk (Reuters)

Order against IndusInd Bank Senior Management (SEBI)

Former SEBI Chief Buch gets a clean chit from Lokpal (MC)

How NSE became a model of resilience (Forbes)

Indigo to commence operations from Navi Mumbai airport (BS)

The Billion $ Brands of Coca Cola India (DH)

The TACO Trade (CNN)

Elon Musk leaves Trump Administration (Yahoo)

Best Traders work in Teams (Trader Feed)