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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)

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Links

Linkfest: 28 May, 2025

Some stuff I am reading today morning:

New ITR Filing deadlines (HT)

Unlisted NSE now 11th by Market Cap (FE)

BAT eyes 2.3% stake sale in ITC (MC)

SEBI gives final approval to Jio-Blackrock Mutual Fund (CM)

US tariffs impacting Diamonds (CNBC)

More bond turbulence ahead (Yahoo)

Company: Goeld Frozen Foods (BI)

China will become world’s first Electrostate (OP)

Same as it ever was (Novel Investor)

Don’t be a Grin F**ker (BSOT)

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Links

Linkfest: 27 May, 2025

Some stuff I am reading today morning:

NSE offers 1,000 Cr to settle (DH)

NSE unlisted shares hit all time high (BT)

SEBI sticks to 2 Day Derivatives expiry rule (FE)

Rakesh Gangwal to sell 3.4% of Indigo (BS)

Systemic Failures at IBC (BW)

Company: Yes Bank (Forbes)

Relook required for ESOPs (Money Life)

The Secret to Compounding (Microcap Club)

Bangladesh industrialists warn of imminent collapse (DT)

Research: Drawdowns & Recoveries (MS)

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Links

Linkfest: 26 May, 2025

Some stuff I am reading today morning:

Trump delays 50% tariffs on EU (CNBC)

Wall Street braces for bond market turmoil (Yahoo)

Smear campaign against Zepto (Aadit Palicha)

Adani Ports,JSW Infra make logistics anchor (Rediff)

Unlocking hidden value of used EV batteries (OP)

US Consumer sentiment at record lows (CNN)

How AI can help investors (Dr Vijay Malik)

The hardest day to invest is always today (CA)

The sunk costs of market timing (CS)

Thread: 10 Lessons from Rose Blumkin (Shane Parrish)

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Links

Linkfest : 22 May, 2025

Some stuff I am reading today morning:

Interim India-US trade deal by July 8 ( Rediff )

Early harvest for India-EU deal by July ( FE )

IPO Josh is back ( MC )

Be warned . IPO mania is back ( ML )

Thread : Bharat Electronics Ltd (SR )

Woes continue at IndusInd Bank ( Fortune)

“Sell US” narrative gains fresh momentum ( CNBC )

America’s debt crisis back in spotlight ( CNN )

The US Bond market is not amused ( Bond Dad )

Interview with Tom Gayner ( The Market )