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TopClicks

Top Clicks on Alpha Ideas this Week

Here are the most clicked items on Alpha Ideas this week:

Bhagyanagar: Aggressive Enough (AI)

Defence is the best Offence (AI)

37 years of Compounding (Humble $)

How BJP won Bengal (HT)

RSUs Vs ESOPs (AI)

The 40 Lakh Cr Power Value Chain (Raghav Wadhwa)

The End of Cigarettes is coming (Atlantic)

Biggest IPOs of 2026 (FE)

Garware: Record (AI)

Mobikwik: Peak Exit (AI)

Categories
Links

Weekend Mega Linkfest: 08 May, 2026

Some off beat reads for the weekend:

Deconstructing Bengal Elections-Part 1 (Great Bong)

Deconstructing Bengal Elections-Part 2 (Great Bong)

The end of Mamata’s evil empire (First Post)

What liberals need to understand about Bengal’s voters (NDTV)

The Trinamool-Jamaat nexus (Daily Star)

The man who gave Modi Bengal (NS)

The real message from Tamil Nadu election results (Swarajya)

What lies ahead for Assam (Print)

The Return of the Sacred (Vasudha)

Mixed messages on US-Iran deal (Time)

Germany’s new militarization (RT)

Thread: The Hedonic Treadmill (Sandeep Kulkarni)

The story of HMT Rice (Parimal)

Mirza Ghalib on Benaras (Raza Rumi)

A museum visit with VS Naipaul (Aatish Taseer)

Categories
Annual Reports

A Road Called Jindal

Source: FY2026 Annual Report of Jindal Saw Ltd

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ConferenceCall

SIF # Poor Man’s AIF

Source: Earnings Call of Edelweiss Financial Services Ltd

Categories
Links

Linkfest: 08 May, 2026

Some stuff I am reading today morning:

US carries out strikes in Iran (JPost)

US Equity market breadth is at its narrowest (FT)

Trade court strikes down Trump’s 10% tariffs (Yahoo)

Gold & Silver rally could resume (CNBC)

NSE’s Electronic Gold Receipts (BT)

The 40 Lakh Cr Power Value Chain (Raghav Wadhwa)

Rift widens in Tata Trusts (Fortune)

Maharashtra’s Revenue Stress (BI)

Insider Trading in Oil Futures (Paul Krugman)

Say Hello to the Internet of AI (Om Malik)