best of the vault

Symposium

Plato

Nicomachean Ethics - Annotated Edition

Aristotle

Eros the Bittersweet: An Essay

Anne Carson

A Soulful Journey to Stellar Returns w/ Nima Shayegh (RWH064)

The Investor's Podcast

Adam Tooze: Electrostates, Petrostates and the New Cold War

London Review of Books (LRB)

An Interview with Josh Fisher | Inventing VLIW, Multiflow, Itanium, VLIW's Massive Success

Asianometry

Anne Lamott Teaches Unforgettable Writing

David Perell

Avoid Disaster w/ Superinvestor Howard Marks (RWH063)

The Investor's Podcast

The story of a 'Bank' in all but name | Intermission E02 - Bajaj Finance

The Ken

Bell's Theorem, a Glitch in Reality

Richard Behiel

But What Actually Is a Particle? How Quantum Fields Shape Reality

Physics Explained

Chip design from the bottom up – Reiner Pope

Dwarkesh Patel

"Computational Symbiogenesis" by Blaise Agüera y Arcas

Michael Levin's Academic Content

ContraPoints: How Online Politics Became Real Life | Doomscroll

Joshua Citarella

David Reich – Bronze Age shock, the Neanderthal puzzle, & farming's sudden spread

Dwarkesh Patel

What rebuilding AlphaGo teaches us about self-play, RL, and future of LLMs - Eric Jang

Dwarkesh Patel

Gavin Baker on Orbital Compute, TSMC, and Frontier Models

Invest Like The Best

Godfather of AI: How To Make Safe Superintelligent AI – Yoshua Bengio

80,000 Hours

Hamming, "You and Your Research" (June 6, 1995)

securitylectures

Horace He: Building Machine Learning Systems for a Trillion Trillion Floating Point Operations

Jane Street

How Do We Actually Know the Big Bang Happened?

Physics Explained

If dropping 0.1 grams of antimatter destroys a city, then why are we making it?

Veritasium

India's Delimitation Dilemma

Carnegie Endowment

Arvind Subramanian, Devesh Kapur, Ashutosh Varshney, Rohit Lamba - India's Development Odyssey

Institute for International Economic Policy (IIEP)

Inference, not prediction — Prof. Michael I. Jordan on what modern AI is still missing

Machine Learning Street Talk

Juan Maldacena: The Emergence of Spacetime

Curt Jaimungal

Kerala Was the Center of the Ancient World | William Dalrymple | KLF2026

DC Books

Landscape Architecture is the Mother of All Arts | Ar Aniket Bhagwat

Q Head

Making RAM at Home

Dr.Semiconductor

Mark Fisher: The Slow Cancellation Of The Future

MaMa Zagreb

Martin Wolf on the 'Terrifying' Superpower That the US Wields | Odd Lots

Bloomberg Podcasts

No Justice for Common Man | Nope w/ Kunal Kamra ft Shahrukh Alam | 047

Kunal Kamra

Nobody understands the point of hybrid cars

Technology Connections

Pratap Bhanu Mehta on Liberalism, Nihilism, and the Collapse of Sincerity

Mercatus Center

Principles for Autonomous System Design: OpenClaw Deep Dive

Alex Krentsel

Superconductivity and the Higgs Field

Richard Behiel

The Happy Path Doesn't Exist: Notes on Software Fluidity

Interface Studies

The Most Counterintuitive Way to Build a Brain

Artem Kirsanov

The Real Story Behind India–Pakistan Partition | Jugnu Mohsin x Sam Dalrymple on British Raj

DRM News

The Unanchored Central Banker: Manoj Pradhan on Inflation, Demographics, and Why AI Won't Save Us

Patrick Boyle Interviews

This Is Why I Find Pema Chödrön So Essential | The Ezra Klein Show

The Ezra Klein Show

Why Physics Without Philosophy Is Deeply Broken... | Jacob Barandes

Curt Jaimungal

Educated

Tara Westover

Eros and Civilization: A Philosophical Inquiry into Freud

Herbert Marcuse

Rhetoric (Brand Strategy Edition)

Aristotle

Rhetoric

Aristotle

Rhetoric — Marketing Team Brief

Aristotle

The Republic

Plato

The Right to Sex

Amia Srinivasan

How We Broke Top AI Agent Benchmarks: And What Comes Next

Value and Momentum Everywhere

Clifford Asness, Tobias Moskowitz, Lasse Heje Pedersen

Caliban and the Witch

Silvia Federici

The Double Flame: Love and Eroticism

Octavio Paz

$1 AI Guardrails: The Unreasonable Effectiveness of Finetuned ModernBERTs

AI Engineer

20 Years of Mutual Fund knowledge in 91 mins | The 99% Club | Kirtan Shah

Investing With Upsurge

2026 Lemley Lecture Featuring AI Pioneer Yann LeCun

Brown University

A Conversation with Demis Hassabis, Co-Founder and CEO of Google DeepMind

Stanford Graduate School of Business

Accelerating Science with AI

Paul G. Allen School

"A.I. and Our Economic Future," Professor Chad Jones

Stanford Graduate School of Business

AI and Propaganda: Nothing Is True, and Everything Is Generated

MIT Center for International Studies (MIT CIS)

A.I. and the Crisis of Capitalism: A Historical Approach - John Cassidy

Institute for Advanced Study

Alcohol or THC: Which is Worse?

Institute of Human Anatomy

Amazon's Durability | Stratechery by Ben Thompson

Stratechery

Amia Srinivasan is the modern philosopher | The Exchange

The New Society

Amit Jain from Luma AI on Unified Intelligence Systems

CS 153: Frontier Systems

Andrej Karpathy: From Vibe Coding to Agentic Engineering

Sequoia Capital

Arvind Datar on Delimitation, Federalism & India's Constitutional Future

DeKoder

Arvind Krishna: IBM's Reinvention, AI Bets and Quantum | Podcast | In Good Company

Norges Bank Investment Management

Beauty as a Core Value

Wes Cecil

Ben Carlson: Investing at All-Time Highs | Rational Reminder 412

The Rational Reminder Podcast

Bernardo Kastrup - UAPs, UFOs, Aliens & High Strangeness | With Reality In Mind

Adventures in Awareness

Biggest Mysteries in Physics: Antimatter, Dark Energy & ToE - Don Lincoln | Lex Fridman Podcast #497

Lex Fridman

Block CTO Dhanji Prasanna: Building the AI-First Enterprise with Goose, their Open Source Agent

Sequoia Capital

Bob Odenkirk Would Like to Remind You That Life Is a Meaningless Farce

The Interview

Breaking down the Zepto IPO | AI's memory race | The Daily Brief #485

Markets by Zerodha

Building a Global Company in India | Dr Jairam Varadaraj, MD, Elgi Equipments | Krish Kothari

Krish Kothari

Can India test its own medicine? | What is plastic, actually? | The Daily Brief #443

Markets by Zerodha

Can India's Grid Handle More ACs, Data Centres & EV Charging? | Govindraj Ethiraj | The Core Report

The Core

Catherine Liu: the Psychology of Liberalism

Joshua Citarella

China's ultra-high voltage transmission lines now breaking all records.

Just Have a Think

Combining the Best Stock Selection Factors

Quantopian

Context Is the New Code — Patrick Debois, Tessl

AI Engineer

Contrarian Quality at GQG Partners – Rajiv Jain | Capital Allocators with Ted Seides

Capital Allocators with Ted Seides

Dave Ricks, CEO of Eli Lilly: How a 150 Year Old Company Keeps Winning

inSpired Podcast

David Brooks: America Has a Moral Problem, Not a Political One | Prof G Conversations

The Prof G Pod – Scott Galloway

David Brooks - Making People Feel Seen: How to Do it Right

The Welcome Conference

Deepak Shenoy on what's happening with the rupee | Subtext by Zerodha

Markets by Zerodha

DeepSeek's New AI Is A Game Changer

Two Minute Papers

Demis Hassabis: We're Three Quarters of the Way to AGI

Sequoia Capital

Dr. Aradhna Aggarwal on SEZs, their role in economic development, and India's growth ambitions

Markets by Zerodha

Earth's Core Should Be Impossible. A New State of Matter Explains It.

PBS Space Time

Edward Luce - In Spite of the Gods: India's Rise to a Viksit Bharat

Institute for International Economic Policy (IIEP)

At The Root Of Evil? Eric Voegelin and India by Renaud Fabbri

Political Perennialism

Escaping the Illusion: Bernardo Kastrup Exposes Reality

Curt Jaimungal

Essential Truths w/ Howard Marks, Nima Shayegh & William Green (RWH066)

We Study Billionaires

Europe Was INVENTED. Here's How | Ash Sarkar Meets Roderick Beaton

Novara Media

Every Civilization Has a Structural Limit — The French Revolution Hit It Exactly

Prior Signal

Ex-SEBI Official on Falling Rupee, FIIs, and Indian Markets | ft. Ananth Narayan & Monika Halan

Thrive by Groww

Father of VR: The best AI future nobody is talking about | Jaron Lanier

Existential Hope

FFmpeg: The Incredible Technology Behind Video on the Internet | Lex Fridman Podcast #496

Lex Fridman

Finding The 1% of Stocks That Matter | Henry Ellenbogen Interview

Invest Like The Best

Finding the Next Figma, Wiz, & Stripe Before It's Obvious | Neil Mehta Interview

Invest Like The Best

FRANCIS FUKUYAMA: Turning Point or Breaking Point?

IWMVienna

Fundamental Constants of Nature - Part 01

SWAYAM Prabha IIT Madras Channels

George Saunders Says Breaking These 3 Delusions Can Save You

The Interview

Good Strategy, Bad Strategy | Richard Rumelt

Lenny's Podcast

GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview

Invest Like The Best

Grant Sanderson (3Blue1Brown): The High Cost of Being a Second-Hand Thinker

Life of Luba

Harvard's Exercise Professor: If You Exercise Like This, You're Destroying Your Body

Daniel Dushy

Hawking's Co-Author on Why Reductionism Is Dead

Curt Jaimungal

He Co-Invented the Transformer. Now: Continuous Thought Machines [Llion Jones / Luke Darlow]

Machine Learning Street Talk

He Quantified 200 Years of Disruption | Kai Wu on Separating Software Survivors from Value Traps

Excess Returns

He Studied Every Religion, This One Came Closest to Truth

Johnathan Bi

Hedge Fund Manager's Top Investments with Fred Liu

Drew Cohen

How America recovers from all this | Yale Conversations with David Brooks | Yale University

Yale Jackson School of Global Affairs

How Indian Stand-Up Really Works: Money, Risk, Politics - Masoom Rajwani

Open Playbook with Omaiyer

How Intelligence Arises in People and Machines | The Caravan Conversations Ep1

The Caravan Magazine

How Shakespeare Manipulates An Audience

Nerdwriter1

How SpaceX Humiliated Wall Street

Patrick Boyle

How Things Fell Apart for Germany's Nixdorf Computer

Asianometry

How To Build a Personal Agentic Operating System

The AI Daily Brief: Artificial Intelligence News

How to Build Resilient Wealth w/ Matthew McLennan (RWH067)

We Study Billionaires

How to Fall in Love with Someone | Yale Conversations with David Brooks

Yale Jackson School of Global Affairs

India enters the GLP-1 race | The Daily Brief #449

Markets by Zerodha

India may be at the dawn of a social movement: Christophe Jaffrelot

The Federal

Indian Markets Are Stuck. Here's What Nobody Is Telling You. | Debashish Bose | ThisOrThat with Bhartendra

ThisOrThat with Bhartendra

India's Middle Class Hits a Breaking Point

Carnegie Endowment

Arvind Subramanian and Devesh Kapur on India's Precocious Development Odyssey

Mercatus Center

India's rooftop solar problem | Recapping 2025 in the energy world | The Daily Brief #482

Markets by Zerodha

India's SHOCKING Middle Class Crisis EXPLAINED! | Kushal Lodha #338

Kushal Lodha

Indigo: A World of Blue - Documentary

Maiwa

Inference, Diffusion, World Models, and More | YC Paper Club

Y Combinator

The Inference Shift | Stratechery by Ben Thompson

Stratechery

Inside Life of an IAS Officer who got 57 Transfers in 34 Years | Corruption EXPOSED Ft. Ashok Khemka

Ravi Kapoor, IRS

Inside the Trillion-Dollar AI Buildout | Dylan Patel Interview

Invest Like The Best

Interpretation, Ideology, and the Loss of Wonder | Talk With Ruth Vanita

Shruti Kohli

IRO Vol.1 : The Japanese Philosophy of Color and Imperfection

mono Japan

Is India Still the Democracy We Believe It Is | Dr. Shashi Tharoor & CJI Dr. D. Y. Chandrachud

IIMUN

Jake Orthwein on Psychedelics, Consciousness, Buddhism, Jung | Seeing Clearly Episode 6

Seeing Clearly with Christian Gonzalez

Jensen Huang – Will Nvidia's moat persist?

Dwarkesh Patel

Jeremy Grantham: Lessons from 60 Legendary Years of Investing

The Master Investor Podcast with Wilfred Frost

John Galliano gives MA fashion students a masterclass in creativity at Margiela HQ | System

System

John Galliano on Martin Margiela, dressing Zendaya, and his love of the process | System

System

JP Morgan's Michael Cembalest on the Impending Treasury Bust

Behind the Balance Sheet

Juan Alday: Why C++ Wins in Finance

Citadel Securities

Kenneth Andrade: The Mid-Cap Mogul | Old Bridge Capital | MF Chronicles

Vikaas M Sachdeva

Kyle Chan on China's industrial power and entrepreneurship | Subtext by Zerodha

Markets by Zerodha

Lecture 1: Introduction to Individual Decision-Making

MIT OpenCourseWare

Leopold Aschenbrenner — 2027 AGI, China/US super-intelligence race, & the return of history

Dwarkesh Patel

32% Retention but Stuck at ₹30 Cr? How to Use AI to Hit a ₹500 Cr Goal | Ft. The Little Farm Co.

The BarberShop with Shantanu

LLMs Are Databases - So Query Them

Chris Hay

Manish Sabharwal, Shruti Rajagopalan - "Deregulating the Economy" | 6th GW India Conference

Institute for International Economic Policy (IIEP)

Market euphoria is over. Best time to buy stocks after COVID | S. Naren Explains

The BroadView

Max Tegmark Says Physics Just Swallowed AI

Curt Jaimungal

Mental Models for Exceptional Capital Allocation by Mohnish Pabrai at The UNO on May 1, 2026

Mohnish Pabrai

Metacognitive Intelligence in Human-AI Teams

Santa Fe Institute

Michael Nielsen on Hyper-entities, Tools for Thought, and Wise Optimism

Foresight Institute

Turing Award Winner: Postgres, Disagreeing with Google, Future Problems | Mike Stonebraker

Ryan Peterman

#201 The Database is the Operating System | Mike Stonebraker, CTO & Co-Founder At DBOS

DataCamp

Molecular Physicist Visualised The Process of Dying | David Glowacki

Essentia Foundation

Class #3 | MS&E435: Economics of the AI Supercycle Stanford University Spring '26 Apoorv Agrawal

MS&E 435: Economics of AI

Murali Srinivasa on how PCBs are made and why India lags | Markets by Zerodha

Markets by Zerodha

Mythos, Muse, and the Opportunity Cost of Compute | Stratechery by Ben Thompson

Stratechery

Neil Turok's stunningly simple, testable new theory of the universe

London Institute for Mathematical Sciences

Neuroscientist: How To Escape The Rat Race | Robert Sapolsky

Light Watkins

Nikhyl Singhal from Skip on Product Management in the AI Era

CS 153: Frontier Systems

On Artificial Intelligence

Naval

Paul Schmelzing Shares Five lessons From Seven Centuries of the International Financial System

Boston College Carroll School of Management

Legendary Trader Paul Tudor Jones on AI Risk, Bubbles and Buffett

Invest Like The Best

The Peculiarities of Volatility

Quantopian

Physics Ran an Experiment on TIME — The Results Don't Add Up

Acronium

Defeated! Picking Works By Design's Unpickable Lock

Lock Noob

Pioneering PAI: How Daniel Miessler's Personal AI Infrastructure Activates Human Agency & Creativity

Cognitive Revolution "How AI Changes Everything"

Porus, Alexander & Punjab's Identity Crisis | Salman Rashid x Jugnu Mohsin Ep #1 | O1A2G

Jugnunama

Posture, Bone Density & Muscle: A Stanford Doctor Destroys Aging Myths Most People Believe

The LIVING Room Podcast

Private Markets, Software Repricing and Capital Allocation | Marc Rowan on a16z

a16z

Process, Valuation & What Survives Every Market Cycle | Netra Anniversary Edition | DSP Mutual Fund

DSP Mutual Fund

Prof. John Mearsheimer: 250 Years of American Foreign Policy

The University of Chicago Graham School

Raghuram Rajan on the Middle East war and its economic impact on India and the world?

The Wire

Reading the Bhagavad Gita Book 4

Wes Cecil

Reading the Bhagavad Gita Book One

Wes Cecil

Reading the Gita Book 2

Wes Cecil

Rethinking India's Growth Story

Carnegie Endowment

Rome's Crisis of the Third Century Explained with Adrian Goldsworthy

Tribunate

Ruchir Sharma on Why India Seems to Be on the Wrong Side of the AI Trade

Bloomberg Television

Sankaran Naren's Top Long-Term Investing SECRETS Revealed | Sonia Shenoy Podcast

Sonia Shenoy

Sanskrit and Indian Civilization

Wes Cecil

Scott Horton: The Case Against War and the Military Industrial Complex | Lex Fridman Podcast #478

Lex Fridman

Scott Nolan from General Matter on Energy Bottlenecks

CS 153: Frontier Systems

Sea Limited: Building the Next Amazon?

Drew Cohen

Shopify Distinguished Eng (L10): Principal+ Engineering, Career Story, Regrets | Ilya Grigorik

Ryan Peterman

Simplicity in Trend Following | Andreas Clenow

Top Traders Unplugged

South Korea Defied the Gods to Build its Steel Colossus

Asianometry

Stanford CME296 Diffusion & Large Vision Models | Spring 2026 | Lecture 8 - Trending Topics

Stanford Online

Stanford Just Revealed ChatGPT's Secret | Full Breakdown

Mastering Tech Insights

Stanford MS&E435 Economics of the AI Supercycle | Spring 2026 | Economics of Generative AI

Stanford Online

Tensors are TOO intuitive

sudgylacmoe

The $3.5 Trillion Crisis No One Is Talking About

Patrick Boyle

The AI Bandwidth Wall & Co-Packaged Optics

Asianometry

The Art of Selling | Kuntal Shah | Oaklane Capital Management LLP | Co-founder - Needl.ai | CFA Society India

CFA Society India

The better AI gets, the smaller its share of the economy might get – Alex Imas and Phil Trammell

Dwarkesh Patel

The Bizarre World of Prediction Markets

Patrick Boyle

The Bull Case for China: The Best Opportunity Right Now? | Louis Gave

The Master Investor Podcast with Wilfred Frost

The Case for Drinking Alcohol

Coleman Hughes

The Energy Market Is Rigged. And EVs Expose It | Greg Jackson & Rory Sutherland

Everything Electric TECH

The Google Capital Company | Stratechery by Ben Thompson

Stratechery

The Great Global Transformation: The U.S., China, and the Remaking of the World Economic Order

CUNY Graduate Center

The History of Hezbollah in 45 Minutes

Empire • World History

The India Opportunity Is Far Bigger Than Most Investors Realize! Ft. Kuntal Shah

Shrishti Sahu

The Insane Complexity of the Semiconductor Global Supply Chain

Micro

The Iran War Has No Exit — ft. Ian Bremmer | Prof G Conversations

The Prof G Pod – Scott Galloway

The Joys and Pitfalls of Personal Values

Wes Cecil

The Judiciary Debate! Ft. Sai Deepak, Swamy, Bhushan, Sibal, Hegde, Gaggar, Gopal

The Delhi Union

The Market is a Great Guru — Vinod Sethi | The Long Game

Vishal Khandelwal

The Most Important Thing You Can Do To Build Strength

Institute of Human Anatomy

The Network as a Program with Nate Foster

Jane Street

The next phase of India's fuel-blending policy | Turning waste into wealth | The Daily Brief #479

Markets by Zerodha

The Physicist Who Measured Negative Time

Curt Jaimungal

The Psychology of Compounding: How to Lose Less and Earn More | Ft. E.A. Sundaram

Shrishti Sahu

The Reverse Elephant: My Plenary at Mind at Large

Curt Jaimungal

Episode #245 ... The Rival Moral Approaches of the Modern World - Alasdair Macintyre

Philosophize This!

The Science of Learning Math (and Anything Else) with Justin Skycak

Deep Learning with Yacine

The SpaceX IPO and Data Centers in Space | Stratechery by Ben Thompson

Stratechery

The Truly Absurd Secrets of An Incredible Americano

James Hoffmann

The Wealth Secrets No One Teaches You | Morgan Housel

The Knowledge Project Podcast

The World's Greatest Energy Trader on Markets, China, and AI

Invest Like The Best

There Will Be a Scientific Theory of Deep Learning

Imbue

This Is Probably Fine!

Patrick Boyle

THOMAS GOMART: Who Controls Whom? The New Global Balance of Power

IWMVienna

Thorium Reactors Are About to Get VERY Serious

AtomicBlender

Thought doesn't just happen in the brain | Barbara Tversky

The Institute of Art and Ideas

The Supply and Demand of AI Tokens | Dylan Patel Interview

Invest Like The Best

VALUExBRK 2026 | Bill Ackman, Mohnish Pabrai, Tom Gayner, Chris Bloomstran & More

Guy Spier

How Vijay Sales Built a ₹13,000 Cr Retail Empire | Offline vs Online, EMI Psychology Explained

The BarberShop with Shantanu

Vivek Chibber: How the Left Got Lost | Doomscroll

Joshua Citarella

Vivek Chibber: What is Socialism Today? | Doomscroll

Joshua Citarella

Webinar: Ellipsis - the zero employee AI Native VC

Yariv Adan

What Happens After A 1,000,000x AI Compute Leap? | Jeff Dean

Two Minute Papers

What I Learned from Warren Buffett, Charlie Munger & Bill Miller w/ Robert Hagstrom (RWH060)

The Investor's Podcast

What people get wrong about the Council of Nicaea

Premodernist

What Stephen Shore Knew About Shooting Boring Places

The Photographic Eye

Google & AWS Veteran: What Top Tier Software Architects Do Differently

Beyond Coding

When a Housing Boom Turns to Bust

Patrick Boyle

When will India Build Its Own Passenger Aircraft? | HAL CMD DK Sunil | Episode 54

Prof Mahesh Panchagnula

Why 3 Phase AC instead of Single Phase???

ElectroBOOM

Why Ambedkar Turned to Buddhism – A Powerful Strategy Explained

Devdutt Pattanaik

Why Can't the Stock Market See This Coming?

Patrick Boyle

Why China Can't Copy ASML

Behind Asia

Why Gold Goes Up | Michael Howell

Deutsche Goldmesse

Why Good People Make Terrible Leaders | Machiavelli and The Prince

Unsolicited advice

Why Indian conglomerates are chasing fast fashion | The Daily Brief #453

Markets by Zerodha

Why Indians Pay So Much for German Cars | Ft. Santosh Iyer, MD & CEO, Mercedes-Benz India

The BarberShop with Shantanu

Why India's Electrostate Push Is Bigger Than You Think | Govindraj Ethiraj | The Core Report

The Core

Why Most News Isn't Worth Your Attention | TED Explains the World with Ian Bremmer

TED

Why next-gen AI scale-up needs CPO

SemiAnalysis

Why You Must Acquire Power at All Costs | Harvard's Harvey Mansfield on Machiavelli

Johnathan Bi

Williamson & Van der Mark electron model | Are electrons made of light?

Huygens Optics

Winning Investment Habits | 5th Masters At Work | Sanjoy Bhattacharyya | Manish Bhandari | Kolkata

CFA Society India

World Changing Technology in 2026

FSIStanford

World's Top Researcher on AI, LLMs, and Robot Intelligence

Invest Like The Best

21. Paradise XXIV, XXV, XXVI

YaleCourses

Yale History Professor: We Are Sleepwalking Into The Next World War - And We're Running Out Of Time

Decoding Geopolitics Podcast with Dominik Presl

Yogendra Yadav : BJP Has Gone So Deep Into Power, Leaving Is No Longer an Option | People's Affairs

Salt By Lutyens

In conversation: Yohji Yamamoto & Tim Blanks

System

You Don't Have Desires. Desire Has You | All of Félix Guattari's Philosophy

SleepNomad

Yuval Noah Harari on Donald Trump's Core Delusion | The Ezra Klein Show

The Ezra Klein Show

Capital in the Twenty-First Century

Thomas Piketty

Either/Or, Volume Two

Søren Kierkegaard

Nicomachean Ethics

Aristotle

Story of O

Pauline Réage

The Sexual Life of Catherine M.

Catherine Millet

All elementary functions from a single binary operator

Andrzej Odrzywołek

Good Sleep, Good Learning, Good Life

Dr Piotr Wozniak

Optimal Strategy for Connect 4

Simplest Hash Functions

Small models also found the vulnerabilities that Mythos found

Stanislav Fort

Surelock: Deadlock-Free Mutexes for Rust

Brooklyn Zelenka

Why meaningful days look like nothing while you are living them

Yu Mae

Data Patterns — Three Columns on the Engineer's Wager

360 ONE WAM — a toll booth on Indian wealth, with an NBFC bolted to its side

Aarti Industries — A Long Wait for the Cycle to Turn

Acutaas Chemicals — a small chemistry company quietly moving up in the world

Adani Energy Solutions — wires, meters, and a deadline that kept moving

Adani Enterprises — the incubator's harvest year, paid for in advance

Adani Green — five gigawatts delivered, and a grid that couldn't keep up

Adani Ports — guidance as a culture, and the year the goalposts quietly moved

Adani Power — the self-funding story meets a ₹2 lakh crore bill

ABFRL — a sprawling fashion house, slimmed by demerger, racing the clock to profit

Aditya Birla Lifestyle — the profitable half of the old ABFRL, finally free to spend on itself

Apollo Hospitals — Splitting the Pharmacy Off While the Hospitals Compound

Asian Paints — A Great Franchise Meets Its First Real Fight

DMart — The Discipline Is the Strategy

Axis Bank — the perpetual third, still scrubbing the slate clean

Bajaj Auto — a margin machine that just bought a troubled legend

Bajaj Consumer Care — A One-Brand Company Trying to Become a Two-Brand One

Bajaj Finance — the compounding machine recalibrates

Bajaj Finserv — three engines, finally all its own

Bharat Electronics — the PSU that earns like a private champion, waiting on one big order

BSE — a 150-year-old exchange reborn as a derivatives toll booth

CDSL — half of a regulated duopoly, riding (and waiting out) the market's mood

CG Power — the grid pays for the chips

Cholamandalam — eight engines, one elevated cylinder, and a smear to swat away

CMS Info Systems — the cash-logistics leader betting it can outlast the cash question

Coromandel International — a quietly excellent fertilizer business digging itself a wider moat

Deepak Nitrite — Spending the Cash Pile to Build a Chemicals Chain

Dixon Technologies — India's contract-manufacturing juggernaut, racing to escape the 4% trap

Embassy Office Parks REIT — the bellwether riding Bengaluru's GCC super-cycle

Eternal — The Year Blinkit Broke Even and Revenue Tripled on an Accounting Switch

Federal Bank — a clean old bank trying to learn new returns

Five-Star Business Finance — a fortress balance sheet weathering a lender-made storm

Nykaa — The Profitability Finally Showed Up; Now About That Valuation

Garware Hi-Tech Films — a commodity film-maker that turned itself into a specialty brand, then ate a tariff war

Go Fashion — a fat-margin niche champion stuck in a same-store-growth drought

Gujarat Fluorochemicals — Two Companies in One: A Fluoropolymer Recovery and a Battery Bet

HCL Technologies — The Year It Chose Growth Over Margin

HDFC AMC — a serene cash machine compounding through a falling market

HDFC Bank — through the merger's belly, into a boardroom shock

Himadri Speciality Chemical — a cash-rich carbon house betting on batteries

Hindalco — a low-cost metals giant, cheap, while its biggest arm waits to recover

ICICI Bank — the bank that stopped chasing the loan book

ICICI Prudential AMC — a defensive fee machine, freshly public and richly priced

Indian Energy Exchange — a near-perfect monopoly with a regulator at the door

Indus Towers — the landlord whose biggest tenant came back from the brink

Inox India — the picks-and-shovels of cold, priced for perfection

J B Chemicals & Pharmaceuticals — a brand-compounding machine, now being folded into Torrent

JSW Energy — a 30 GW bet where the interest bill arrives before the profits

Kaynes Technology — fat margins, thin returns, and a very expensive bet on becoming a chipmaker

Larsen & Toubro — four quarters of 'fifteen percent, that is baked in'

Laurus Labs — the down-cycle ends, the capex never did

Life Insurance Corporation — the sovereign whale that trades below its own embedded value

Lupin — from near-death to complex-generics machine, now guiding its own peak down

Mahindra & Mahindra — the conglomerate that learned to say no

Mindspace Business Parks REIT — the disciplined one, turning into an acquirer

Muthoot Finance — the gold-price tailwind, and a lender that doesn't blink

Narayana Hrudayalaya — A Cardiac Hospital Turning Into a Three-Country Conglomerate

Navin Fluorine — the margin guidance that couldn't keep up

Netweb Technologies — India's home-grown AI-supercomputer maker at full sprint

Nexus Select Trust — India's only mall REIT, riding a consumption inflection

Nippon Life India AMC — a toll booth on India's savings, with an ETF moat

NTPC — the predictable giant powering India, mid-way through its biggest build-out

Page Industries — the Jockey machine grinds through a two-year demand slump

Polycab India — the quiet giant of Indian wiring keeps taking the market

Power Grid — The Year the Spending Exploded and the P&L Stood Still

Radico Khaitan — the distiller that turned premiumisation into cash

Rainbow Children's Medicare — A Record Bed-Build Meets a Missing Season

Reliance Industries — the oil giant that became a consumer empire

Rubicon Research — a US formulations house that refuses to play the generics price war

Sai Life Sciences — an Indian CRDMO choosing market share over margin

Shriram Finance — the truck financier the world's banks now want a piece of

Solar Industries — an explosives maker turning into a defence powerhouse

State Bank of India — the sovereign's bank, finally earning its keep

Sundaram Finance — the quiet compounder that earns 19% and tells you 16%

Syrma SGS — an electronics contract-maker climbing the value ladder

Tata Chemicals — four quarters of waiting for the soda ash cycle to turn

Tata Consumer — Trying to Stop Being a Tea-and-Salt Company

Tata Elxsi — a premium design shop stuck in a growth air-pocket

Tata Power — record profits with the big plant switched off

Tata Steel — India pays, Europe heals, the UK waits for Westminster

TD Power Systems — the generator maker the AI boom found

Tech Mahindra — the margins came back; now for the harder half

Titan — Growing Through a Gold Tornado, Margin as an Afterthought

Trent — a Tata retailer compounding like a tech rollout, priced like one too

Vedant Fashions — a near-monopoly on the Indian wedding, waiting out a slow patch

Waaree Energies — a commodity earning branded margins, on a policy lease

Welspun Corp — a global pipe leader stepping into a new earnings gear

Yatharth Hospital — Building Beds Faster Than the Cycle Can Punish