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Linkfest: 06 May, 2026

Some stuff I am reading today morning:

Centre approves 2.5 Lakh Cr Credit Guarantee scheme (DH)

Iran tightens grip on Hormuz (WSJ)

Project Freedom is temporarily halted (JPost)

Crisis for seafarers in Persian Gulf (CNN)

Turmoil in Tata Trusts (FE)

Cognizant to lay off 12,000-15,000 employees (MC)

Stock Talk: Bhagyanagar India (VaR)

The end of cigarettes is coming (Atlantic)

Non-Linear Momentum (Klementon)

Returns from Collectibles (BI)

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Links

Linkfest: 05 May, 2026

Some stuff I am reading today morning:

How BJP won Bengal (HT)

The fall of the House of Stalin (Open)

Iran attacks UAE with missiles (Khaleej Times)

US military establishes safe passage in Strait of Hormuz (MC)

Oil surges to $114 (OP)

Fuel price freeze squeezes OMCs (FE)

Misplaced euphoria in the markets (CNBC)

Small Savings continue to attract investors (BT)

Company: Kissht (Inc 42)

On the hunt for 100 baggers (Josh Brown)

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Linkfest: 04 May, 2026

Some stuff I am reading today morning:

US Navy will guide ships in Strait of Hormuz (CNN)

Rajasthan Royals sold for 15,660 Cr (BT)

Chinese API price surge (Rediff)

Fear of layoffs grips IT industry (DH)

Recap of Berkshire Hathaway meeting (CNBC)

Stock Talk: Raymond Realty (Zen Nivesh)

The last moat (Microcap Club)

When investment is most businesslike (Novel Investor)

Most investors are playing financial Russian Roulette (R&T)

37 years of compounding (HD)

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Linkfest: 30 April, 2026

Some stuff I am reading today morning:

Oil rallies to $120 (OP)

INR near 95/$ (Rediff)

US Fed holds rates steady (FE)

Small & Midcaps record best month in years (MC)

What the exit polls say (BT)

Trump seeks to extend blockade (CNN)

Iran’s economy descends into death spiral (WSJ)

AI is a threat to India’s growth story (CNBC)

Leasing controversy at Bank of Maharashtra (ML)

Killer robots are already here (Conversation)

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Linkfest: 29 April, 2026

Some stuff I am reading today morning:

UAE’s shock OPEC exit (CNBC)

US is being humiliated by Iran (Guardian)

Aviation Sector faces fuel shock (BW)

The Oil Squeeze tightens (Paul Krugman)

RBI’s directives on bad loan recognition (BT)

Anil Ambani’s empire in tatters (ML)

Elon Musk Vs Sam Altman (WaPo)

How parents transfer generational wealth to their kids (NY Mag)

The 3 Questions in AI sales (Tomasz Tunguz)

Courage Vs Excuses (Seth Godin)