simplifying finance.. source: Doug Pike

The Promotion and Regulation of Online Gaming Bill, 2025 passed by the Parliament. The Bill takes a balanced approach – promoting what’s good, prohibiting what’s harmful for middle-class and youth. Here’s a quick explainer 👇🧵

Never seen a company highlight their "Lowlights". Nice.

My question is simple: If newspaper is such a dud business, why are promoters buying like its a defence stock? Shareholding up from 71.93% in March 23 to 73.48% in June 25. Some massive corporate action on the horizon? (Buyback, Dividend, delisting...)

Which management would you send this to?

Late Rakesh Jhunjhunwala ji lost 150Crs in a company. How he dealt with it when he realized that he misjudged reading the management and what is the lesson? Video credit: Money Bee Month 2016 Full interview: youtube.com/watch?v=LKQHsH…

Paper stocks seem poised for a turnaround. This is most likely on the back of improving outlook for virgin wood prices and more immediately because of an MIP - Minimum Import price imposed on Virgin multilayer paper (packaging boards). I wrote an article in Smart stocks in

yep.

🛡️ Defence Sector Deep Dive 🚀 The Defence "theme" has been a raging bull, in a raging bull run over last few years. This session will go beyond the hype. The idea is to bring a more balanced view on the sector AND explore pockets of opportunities that may exist today. 🗓