Some stuff I am reading today morning:
Reliance stops import of Russian crude (BS)
India Maritime Week 2025 (BI)
President Trump attacks the FED Chairman (WB)
$900 Billion swing in Nvidia market cap (Kobeissi)
The AI picture of revenue recognition fraud (Michael Burry)
Micro Dramas take off in India (CNBC)
When 1 fraud raised Qs on 15 cos (Nine One Capital)
AI eats the world (Ben Evans)
Investors: Don’t fall in the China trap (DR)
The rise of Crypto Treasuries (Coin Desk)
Some stuff I am reading today morning:
India is least favored amongst EM investors (Rediff)
SC on Sammaan Capital (ML)
How Murugappa Group built their empire (FE)
Company: Gainwell (BI)
This Nippon Fund has given 30 Year SIP CAGR of 18.44% (BT)
Interview with Fred Hickey (The Market)
10 non-financial lessons from Warren Buffett (Morningstar)
One thing my worst investments had in common ($ & Data)
A Frankenstein of financial bubbles (Felder Report)
Kinds of stealing (Seth Godin)
Some stuff I am reading today morning:
Global stocks sell off (CNBC)
Sector: Hospitals (FE)
Stock Talk: Torrent Pharma (Rediff)
China’s purchases of Gold has gone up (OP)
High GDP growth but muted corporate results (ML)
What I learned from Rakesh Jhunjhunwala (Dr Malpani)
But we are long term investors (Microcap Club)
How to not get kidnapped for your Bitcoin (Climateer)
Inflate or Die (DR)
Chinese gamblers, Cartel cash (CNN)
Some stuff I am reading today morning:
India deepens US energy trade (CNBC)
India-US inching closer to trade deal (BT)
India’s trade deficit hits record (BS)
Anil Ambani bank fraud (ML)
Russia’s oil price plummets to $36 (OP)
Battle of BESS (BW)
Fear engulfs Bitcoin traders (Yahoo)
Gold likely to continue its rally (The Street)
Berkshire Hathaway’s purchase of Alphabet (Kingswell)
The Master & The Apprentice (Microcap Club)
Some stuff I am reading today morning:
India’s refiners turn to US (OP)
What AI means for India (Nandan Nilekani)
Sector: Shipyards (FE)
Company: Force Motors (Rediff)
Sellside Research: Kilburn Engineering (ICICI Direct)
CCL Vs Vintage Coffee (Zen Nivesh)
America & China’s drone arsenals (WSJ)
Choose your own way (Microcap Club)
Inside the Gulf’s Trillion $ AI gamble (CNBC)
Anti Indian sentiment rising in US (MC)