Some stuff I am reading today morning:
China & India face oil supply jolt (CNBC)
Reliance to stop buying Russian oil (DH)
Russian experts on Trump’s sanctions (RT)
Stock Talk: Kalyan Jewellers (FE)
Following the Golden Path (DR)
The challenge of diversification (Verdad)
Sanity Check on the markets (Brooklyn Investor)
The Liberation Day crash still matters (AA)
Argentina could be a super power (Unchartered Territories)
Q3 2025 Letter to Investors (Pabrai Funds)
Some stuff I am reading today morning:
Gold struggles, Bitcoin plunges (Yahoo)
RBI’s gold reserves cross 880 Metric tonnes (Rediff)
P-notes set for quiet burial (FE)
Evolution of a Value Investor (Anshul Saigal)
US National debt accelerates to $38 Trillion (Fortune)
US sanctions Russia’s largest oil cos (MC)
Deindustrializing Germany (Navroop Singh)
Climbing the right ladder (Meaningful Money)
All money, no satisfaction (Nick Maggiulli)
Q3 2025 Letter to Investors (Greenlight Capital)
Some stuff I am reading today morning:
Record breaking Diwali sales touch 6.05 Lakh Crores (MC)
Gold prices see biggest drop in 4 years (FE)
Board Room Battle at Tata Trusts (FE)
L&T charts ambitious growth plans (Fortune)
Company: BMWIL (BI)
We may have seen this movie before (Bill Miller)
When should you sell a stock? (CS)
How to sell a Winner (Blair Duquesnay)
The thing about Conviction (Contessa Capital)
Opposing ideas (Verdad)
Some stuff I am reading today morning:
Diwali Muhurat Trading today (MC)
Maruti delivers 51,000 cars on Dhanteras (DH)
Gold & Silver outshine equity in Samvat 2081 (BS)
Bhavish Aggarwal booked in Ola suicide case (HT)
China’s battery giants flood overseas markets (OP)
Company: Pearl Global Industries (BI)
The story of Oracle (Quartr)
Viksit Bharat through ‘Useful Knowledge’ (ML)
Monroe Doctrine 2.0 (EndGame Macro)
Attention is a Luxury good (Seth Godin)
Wishing readers a very Happy Diwali
Some stuff I am reading today morning:
India emerging as ‘anti AI’ play (MC)
Stock market is America’s biggest risk (Yahoo)
America’s rare earth delusion (FT)
RBL-Emirates NBD deal sealed (Forbes)
Company: Gopal Snacks (BI)
Stock Talk: Sarda Energy & Minerals (Zen Nivesh)
Ixigo is ascending to become the next travel giant (Inc42)
China has overtaken America (Paul Krugman)
Realtime Bubble checklist (Big Picture)
Business empires of Aussie cricket legends (Advertiser)