Source: Earnings Call of Indigo Paints Ltd
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Tenneco: One out of Two
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Linkfest: 23 February, 2026
Some stuff I am reading today morning:
India-US postpone trade deal talks (BS)
Haryana Govt de-empanels IDFC & Au Bank (MC)
Tech Giants commit Billions to Indian AI (CNBC)
20-20 TIA Summit 2026 (Akshat Jain)
Fundamentals don’t rerate Microcaps (91 Capital)
Not how stock picking works (Big Picture)
Interview with Matt Gertken (The Market)
China hikes Russian crude imports (OP)
The $90 Billion Russian oil smuggling ring (FT)
Smash & Grab in London (The Times)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
Sasha Mirchandani’s 400x return (The Arc)
Advice from Small-cap Investor (AI)
The Nalanda anti-thesis (Beta2Alpha)
Adani’s secret investments (FT)
Western countries see World War III coming (Politico)
Shaily: More Demand than Supply (AI)
GRSE: How I wish (AI)
Dividends: Easy Way (AI)
3 Land Deals, 3 Disclosures (ML)
The biggest AI Infrastructure deal (Shruti Mishra)
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Weekend Mega Linkfest: 20 February, 2026
Some off beat reads for the weekend:
Trump threatens Iran (Arab News)
Starlink in Iran (WSJ)
The Day After Khamenei (NI)
Make Empire Great Again (Mehdi Hasan)
Ex-Prince Andrew’s arrest (Al Majalla)
Can India trust BNP? (FP)
The final solution to Imran Khan (MEM)
The Baloch Pivot (Open)
West’s favourite delusion about Russia (Brian McDonald)
Ukrainians Vs Zelensky (RT)
Myth of Thailand’s Middle-Income Trap (Pietro Masina)
First meeting of “Board of Peace” (Lorraine Evanoff)
Why India imports Dals (KBS Sidhu)
Letter from Mongol Guyuk Khan to Pope Innocent IV (RKS)
Off Roading with Mercedes (Team BHP)