Some stuff I am reading today morning:
Apple market cap tops $4 Trillion (HT)
SEBI proposes big changes for Mutual Funds (MC)
Deep schism within Tata Trusts (FE)
Wall Street shrugs off credit worries (Bloomberg)
Inside the Trump crypto cash machine (Reuters)
SaaS Startup: Rocketlane (Forbes)
Trying to time the market (BI)
Inventors over Investors (Anil Dash)
Markets are voting mechanisms (Cliff Asness)
Q3 2025 Letter to Investors (RAM)
Some stuff I am reading today morning:
India eyes 208 Hydel projects on Brahmaputra (MC)
Indians spent $11 Billion on gold this Diwali (CNBC)
The crash that could torch $35 Trillion (Economist)
Oil Market sceptical about Trump’s sanctions (OP)
Inside the portfolios of SRK, Aamir & Salman (FE)
Company: Meesho (Inc 42)
The biggest debate in wealth management (Josh Brown)
The rise of Alternatives (Verdad)
Tech Dreams Vs Resource Reality (DR)
Performance is subordinate to Survival (AM)
Some stuff I am reading today morning:
US, China on verge of sweeping trade deal (Bloomberg)
Trump adds 10% extra tariffs on Canada over ad (CNBC)
How LIC helped Adani group (WaPo)
Indian Equities have given 13.6% CAGR returns since 1990 (CM)
Company: Jayaswal NECO (Zen Nivesh)
Drone Component Startup: AKSI (Pankaj Akula)
Fund Management is becoming a commodity (Dhruv Rathod)
Growth of Passives in India (Native Invest)
China’s plan for next 5 years (SCMP)
On Proxy Voting in the US (Basis Pointing)
Some stuff I am reading today morning:
China & India face oil supply jolt (CNBC)
Reliance to stop buying Russian oil (DH)
Russian experts on Trump’s sanctions (RT)
Stock Talk: Kalyan Jewellers (FE)
Following the Golden Path (DR)
The challenge of diversification (Verdad)
Sanity Check on the markets (Brooklyn Investor)
The Liberation Day crash still matters (AA)
Argentina could be a super power (Unchartered Territories)
Q3 2025 Letter to Investors (Pabrai Funds)
Some stuff I am reading today morning:
Gold struggles, Bitcoin plunges (Yahoo)
RBI’s gold reserves cross 880 Metric tonnes (Rediff)
P-notes set for quiet burial (FE)
Evolution of a Value Investor (Anshul Saigal)
US National debt accelerates to $38 Trillion (Fortune)
US sanctions Russia’s largest oil cos (MC)
Deindustrializing Germany (Navroop Singh)
Climbing the right ladder (Meaningful Money)
All money, no satisfaction (Nick Maggiulli)
Q3 2025 Letter to Investors (Greenlight Capital)