Some stuff I am reading today morning:
Firm demand for Cochin Shipyard OFS (BS)
Is Tata Motors becoming India’s EV King? (Rediff)
India strategy for Mercedes-Benz (Forbes)
Company: Truevis Technologies (BI)
Commodity: Tungsten (Katusa)
Welcome to the age of the Profit $ (FT)
When AI costs more than the Engineer (Tomasz Tunguz)
An Investor’s first job is to survive (Safal Niveshak)
Spotting bubbles & calling tops (CS)
Dividend Investing is Dead (Flyover Stocks)
Some stuff I am reading today morning:
Oil glut is coming (CNN)
NSE’s IPO in September 2026 (Fortune)
Vedanta’s next growth chapter (BT)
Commodity: Wheat (DR)
Invisible Companies (Colossus)
Stock Market concentration & Fund Portfolios (Klementon)
Reducing risk while selling options (AM)
The hard truth about Stop Losses (Henrique)
Do Economic Moats beat the Market? (WM)
The Age of the Trillionaire (Atlantic)
Some stuff I am reading today morning:
TCS stock price at 6-year lows (FE)
Stock Talk: Azad Engineering (Truth Capital)
Special Situation: Vedanta Oil & Gas (91 Capital)
Deep Dive: Unicommerce eSolutions (Zen Nivesh)
Record volumes in Prediction Markets (CNBC)
155mm Artillery Shells are reshaping warfare (PN)
Russia scrambles for Asian Jet Fuel (OP)
Popularity of Perpertual Futures (John Lothian)
Concentrate or Diversify? (Prabhakar Kudva)
Mr. Market visits Art Basel (Humble $)
Some stuff I am reading today morning:
Bank of Baroda pays $600M (ML)
US Stocks are trading 10x Sales (The Market)
Gold’s selloff (The Street)
Stock Talk: NHPC (FE)
Starbucks: Anything but coffee (Yahoo)
Behind Kerala’s Vizhinjam port deal (BW)
The Memory Tax (E&J)
Company FD rates in July 2026 (BT)
How much risk to take? (CS)
Should a fund manager invest their own money differently? (BI)
Some stuff I am reading today morning:
Japanese Yen at a 40-year low (CNN)
Collapse of prices of Oil & Gold (OP)
RBI to take final decision on Tata Sons Listing (MC)
BSE’s options boom may turn to bust (BW)
Stock Talk: Sanghvi Movers (FE)
Fundoo Professor Bakshi gets defrauded (ML)
Following the leverage in the market (Nooresh Merani)
Don’t sell your compounders early (Kuntal Shah)
Investing is a solo sport (91 Capital)
Investing is a regret business (Kiran D)