Some stuff I am reading today morning:
Trump’s tactics to avoid getting assassinated (CNN)
Iran’s war fighting skills have evolved (NY Times)
India’s middle class can’t afford homes (MC)
Air India pilot was on drugs (BS)
Food packet ke andar kya hai? (ML)
Patels are America’s Motel Kings (FE)
Sodium-Ion batteries gain ground (OP)
How to look at real estate cash flows (RKV)
The AI boom isn’t an investment boom (EPB)
The collateral damage from investing conviction (Aswath Damodaran)
Some stuff I am reading today morning:
US-Iran talks in stalemate (Yahoo)
BSE to replace Wipro in Nifty 50 (MC)
Chennai’s second airport (DH)
States can’t tax minerals under new Bill (FE)
US Judge dismisses Adani case (Politico)
Nvidia to raise $500B (CNBC)
Presentation: MV Electrosystems Ltd (Tushar Bohra)
Presentation: Jeena Sikho Lifecare (Trinetra)
Baskets Vs Single Names (ORR)
Russia is still winning in Ukraine (DR)
Some stuff I am reading today morning:
Iran puts 6 demands (OP)
Adani’s $2 Billion comeback (BW)
US bond markets are fragile (Yahoo)
Gold continues to rise (DH)
Commodity: Copper (DR)
Deep Dive: L.T. Elevator (Zen Nivesh)
Company: Cordelia Cruises (Nine One Capital)
US may remove H1-B 60-day grace period (FE)
Tibet Mega Dam raises concerns (Bloomberg)
Lessons from 40 years of investing (IS)
Some stuff I am reading today morning:
Meta in trouble in India (Forbes)
Dabur Vs FSSAI (BS)
Kotak employee siphons off 131 Cr (BW)
Company: S Chand (BI)
Sellside Research: Sportking India (ICICI Direct)
Thread: LT Elevator (POP)
Bloom’s cells don’t work as advertised (HB)
Turnaround of Intel (FT)
A weaponized Yen (CNBC)
The Anatomy of a Blow-Up (CA)
Some stuff I am reading today morning:
RBI keeps rates unchanged (BS)
RBI keeps Tata Sons listing issue alive (FE)
FSSAI cracks down on rum & whiskey manufacturers (MC)
E20 rollout under scrutiny (Forbes)
ONGC may operate two Venezuelan oil fields (OP)
Sellside Research: JTL Industries (SBI Caps)
Company: Filatex India (BI)
What an Agreement on Strait of Hormuz looks like (CNN)
Why I hate the Bucket Strategy (PC)
Money Fears (MCE)