Alpha Ideas

Some stuff I am reading today morning:

Alphabet loses $482B in market cap in one day (Yahoo)

SEBI makes Direct Mutual Funds as default option (CM)

Equitas CEO Vasudevan resigns (NDTV)

Sensational details of IDBI-Fairfax deal (BW)

Indigo to hike fares (FE)

Women in family businesses (BT)

Stock Talk: South West Pinnacle (Katalyst)

Stock Story: Texmaco Rail (Intelsense)

Netflix: Our Strategy is unchanged (SOH)

Oct 2026 Letter to Investors (Sage One)