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Ted Weschler highlights investing as a process of connecting insights over time. Success comes from experience, curiosity, and patience, as investors gather information across cycles to identify patterns. The approach underscores disciplined thinking, long-term learning, and the ability to turn scattered data into meaningful investment decisions.
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Infosys’ US-listed ADRs dropped nearly 6% despite a strong March-quarter profit rise of 21% YoY to Rs 8,501 crore. While revenue surpassed estimates, a cautious FY27 revenue growth forecast of 1.5%-3.5% overshadowed stable operational performance and robust deal wins, including significant AI-led service traction.
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L&T Technology Services posted strong profit growth with improved margins, driven by portfolio restructuring and focus on high value engineering and ai services, alongside steady deal wins and stable demand across segments
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Netflix on Thursday ‌said its ⁠board ⁠authorized an additional $25 ​billion share repurchase program, on ​top of a buyback approved ​in December ⁠2024, with ‌no expiration ​date.
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The Indian rupee fell for the fourth consecutive ​session on Thursday, its ​longest losing streak since mid-January, as stalled peace talks ​between the U.S. and Iran lifted oil prices over $100 per barrel.
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