Here are the most clicked items on Alpha Ideas this week:
Microsoft creates stock market history (Yahoo)
Venus: Holding 2 (AI)
Indigo: Higher & Higher (AI)
India’s secret Stock Exchange (BW)
India’s Financial Plumbing Duopolies (KK)
Thread: Incredible stock market crash in Korea (KL)
Incomes of Middle-Class India are stagnating (HT)
Picking stocks in a bloodbath (CS)
How big is the PMS industry? (AI)
Ather: Accelerating Ahead (AI)
Some off beat reads for the weekend:
Incomes of Middle-Class India are stagnating (HT)
FCRA Amendment Bill 2026 & National Security (NS)
Japan & India: The China Variable (JO)
20 years of praising India is not a China strategy (Lowy)
How China’s Venture Ecosystem Works (Bohan)
Spain implodes under migrant invasion (RAIR)
Botswana did everything right (Cremieux)
Horn of Africa at boiling point (Crisis)
The West Bank on a powder keg (MEM)
Pakistan is becoming Punjabistan (FP)
Bernard Arnault responds to Le Monde (Neo Feed)
Interview with Venezuelan President Delcy Rodriguez (Time)
Gangs of France (RT)
The Russo-German struggle for Baltics (Engelsberg)
Courage beats Intelligence (Sahil Bloom)
There are those who view their investments as art and those who view their investments as inventory.
The former often like their investments to be beautiful. They want to hang them on the wall and admire them.
At a 10,000 foot level many of these folks are avid followers of Buffett. They want to buy and hold and just admire the beauty (although of course the reality is that other than a handful of positions Buffett doesn’t actually hold in that manner, but I digress).
On the other hand, there are those, like me, who view their investments as inventory. I liken what I do to stocking a grocery store.
You have everything from filet mignon to packs of gum. I don’t care what it is as long as it will make me money.
Likewise, I don’t subscribe to the view that a smaller position doesn’t move the needle.
Many of these positions can be purchased within an hour or two (or less) of work. It’s like the gum or diet coke in a store. Stock it, sell it, wash, rinse and repeat. I’d do that all day long if possible.
-Provenance Unknown
Source: Financial Times
