Some stuff I am reading today morning:
Alphabet loses $482B in market cap in one day (Yahoo)
SEBI makes Direct Mutual Funds as default option (CM)
Equitas CEO Vasudevan resigns (NDTV)
Sensational details of IDBI-Fairfax deal (BW)
Indigo to hike fares (FE)
Women in family businesses (BT)
Stock Talk: South West Pinnacle (Katalyst)
Stock Story: Texmaco Rail (Intelsense)
Netflix: Our Strategy is unchanged (SOH)
Oct 2026 Letter to Investors (Sage One)
Some stuff I am reading today morning:
Jio Platforms soars on debut (BS)
Reliance is now India’s most valuable conglomerate (MC)
FED holds rates (Yahoo)
Tata dispute gets politicised (Rediff)
Cabinet clears 10,000 Cr scheme for container manufacturing (FE)
India’s record LNG buying (OP)
Cos with growing R&D generated 2.5x returns (Monarch)
Average AUM per folio (CM)
Interview with Jim Bianco (The Market)
How Israeli elections impact timing of Iran War (JPost)
Some stuff I am reading today morning:
Supreme Court slams hospitals (ML)
Jio Listing today (FE)
Domestic air traffic drops 6.5% (BT)
Rubio’s Jamnagar move (Oil Price)
India now has 2.5 Lakh startups (DH)
In China, AI bubble has already burst (MC)
The case for Brazilian stocks (DR)
The forgotten industrialist (Kyle Harrison)
Career Risk trumps Investment Risk (Klementon)
Hospitality in the mirror (Seth Godin)
Some stuff I am reading today morning:
India clears 2.12L Crore defence purchases (DH)
Microsoft offers exit to 60,000 employees (CNBC)
Inside Anthropic’s wild prospectus (Yahoo)
Ather Energy posts first profit (Forbes)
20 mins with 11 Entrepreneurs (Shweta KK)
Sellside Research: Swiggy (Nirmal Bang)
IT ignores capital gains on penny stocks (FE)
AI Investing Opportunities (EI)
Bear markets are about balance sheets (Perkini Report)
Chinese carmakers overtake Japan in Europe (Bloomberg)
Some stuff I am reading today morning:
Apple Duo sold out in India (Forbes)
AI fatigue hits Korea (NDTV)
Trump’s decision on Iran is near (Yahoo)
Bristlecone targets $1 Billion valuation (Rediff)
India’s arrogance towards FPIs (FE)
Deep Dive: Wonderla & Imagica (Zen Nivesh)
Company: Gala Precision (Proinvest)
Stock Talk: DC Infotech (Katalyst)
Data Centers and Neo-Clouds look wobbly (DR)
Conversation with Li Lu (Columbia)