Some stuff I am reading today morning:
TCS stock price at 6-year lows (FE)
Stock Talk: Azad Engineering (Truth Capital)
Special Situation: Vedanta Oil & Gas (91 Capital)
Deep Dive: Unicommerce eSolutions (Zen Nivesh)
Record volumes in Prediction Markets (CNBC)
155mm Artillery Shells are reshaping warfare (PN)
Russia scrambles for Asian Jet Fuel (OP)
Popularity of Perpertual Futures (John Lothian)
Concentrate or Diversify? (Prabhakar Kudva)
Mr. Market visits Art Basel (Humble $)
Some stuff I am reading today morning:
Bank of Baroda pays $600M (ML)
US Stocks are trading 10x Sales (The Market)
Gold’s selloff (The Street)
Stock Talk: NHPC (FE)
Starbucks: Anything but coffee (Yahoo)
Behind Kerala’s Vizhinjam port deal (BW)
The Memory Tax (E&J)
Company FD rates in July 2026 (BT)
How much risk to take? (CS)
Should a fund manager invest their own money differently? (BI)
Some stuff I am reading today morning:
Japanese Yen at a 40-year low (CNN)
Collapse of prices of Oil & Gold (OP)
RBI to take final decision on Tata Sons Listing (MC)
BSE’s options boom may turn to bust (BW)
Stock Talk: Sanghvi Movers (FE)
Fundoo Professor Bakshi gets defrauded (ML)
Following the leverage in the market (Nooresh Merani)
Don’t sell your compounders early (Kuntal Shah)
Investing is a solo sport (91 Capital)
Investing is a regret business (Kiran D)
Some stuff I am reading today morning:
Trump says Iran war is over (CNBC)
SpaceX creates history (FE)
The absurdity of SpaceX IPO (Gary Marcus)
Only 40% of IPO pipeline may hit the market (MC)
Birla assures Vodafone Idea investors (MC)
Thread: Cemindia Projects Ltd (TM)
Family dispute at Jagran Prakashan Ltd (ML)
Investing is a form of regret minimization (CS)
Why we misunderstand odds (Ted Lamade)
Money without Meaning (CS)
Some stuff I am reading today morning:
US attacks Iran (CNBC)
India protests US attack on commercial tanker (BS)
Modi’s Age of Bharat (MC)
Equity Fund inflows slump 40% in May (BW)
Banks reprice FCNR deposits (FE)
BluSmart’s next chapter (Fortune)
Observations on the Markets (Tushar Bohra)
How Britain became poor (Atlantic)
Buy, Borrow, Die strategy (Yahoo)
Tomorrow is Today (Tony Isola)