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Links

Linkfest: 26 August, 2025

Some stuff I am reading today morning:

US issues notice on India tariffs (MSN)

Anil Ambani under fresh scrutiny (ML)

95% of Dream11’s revenues termed illegal (MC)

Thread: Pathetic work culture at HAL (Varlin Panwar)

Trump fires FED Governor Lisa Cook (CNBC)

Quant MF kickstarts the SIF race (CM)

Jamshedpur investor turns 5,000 SIP into 10L (FE)

More ETFs in US than individual stocks (FA)

Why PSBs are raising home loan rates (Rediff)

The Psychology behind Market Betting (Morningstar)

Categories
Links

Linkfest: 25 August, 2025

Some stuff I am reading today morning:

Govt braces for 40,000 Cr revenue shortfall (BT)

India-US trade negotiations are still going on (CNBC)

Stock Talk: Ola Electric (FE)

Sector: IT Services (Gorilla Game)

Why smart money is flooding into Flexicap Funds (DH)

How to beat the market (Humble $)

What’s the bottom line for the stock market? (Sam Ro)

The Sports Car paradox (BB)

The Violinist Problem (Seth Godin)

Where have all the contrarians gone? (CS)

Categories
Links

Linkfest: 22 August, 2025

Some stuff I am reading today morning:

Mukesh Ambani caught in Trump Trade fury (Bloomberg)

Steepest earnings downgrade for India (DH)

Russia dangles discounts for India (OP)

GST reforms could boost consumption boom (CNBC)

SEBI plans longer tenor derivatives products (BS)

SEBI raids Finfluencer Avadhut Sathe (MC)

Where did the integrity go? (Discipline Funds)

Playing the Ultra Long Game (Novel Investor)

The FED brews up a nasty potion (DR)

Over Tourism in Europe (CNN)

Categories
Links

Linkfest: 21 August, 2025

Some stuff I am reading today morning:

China-India reset (OP)

Bharat Forge bets big on Defence (Forbes)

13,975 Cr tax hit to NMDC (DH)

GST may get exempted for life & health insurance (MC)

US Tech stocks selloff continues (Yahoo)

Thread: Private Irrevocable Trust (Prem Soni)

Global crossing is reborn (PraCap)

The Trader in the mountains (Stef)

Tale of the Gold Miner Tape (DR)

10 Overlooked Investing Insights (Big Picture)

Categories
Links

Linkfest: 20 August, 2025

Some stuff I am reading today morning:

Online gaming may get wiped out (BT)

Cabinet nod for 62,000 Cr for Tejas Jets (BS)

India, China retreat from US Treasuries (BW)

Tata Motors’ Iveco buyout (Forbes)

Stock Talk: 3 QSR Stocks (FE)

4 Fixes needed for Viksit Bharat (ML)

How long will it last? (Microcap Club)

Tape Money Vs Till Money (Katusa Research)

Online content is the biggest threat to investors (PAL)

5 Lessons about Intelligent Investing from Chris Davis (Kingswell)