Source: Earnings Call of Indian Metals & Ferro Alloys Ltd
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Ola: Reverse Gear
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Linkfest: 16 February, 2026
Some stuff I am reading today morning:
India AI Impact Summit 2026 begins today (DH)
Chinese are driving gold prices (CNBC)
US markets are very expensive (DR)
Sellside Research: Kilburn Engineering (IDirect)
Sanity Check (Brooklyn Investor)
The returns you keep (Calm Investor)
Retail Investors & the Mispricing Puzzle (AA)
30 Years of Value Investing (Rich Pzena)
Perfect Portfolio (Humble $)
Western countries see World War III coming (Politico)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
Don’t tell FM (AI)
Why Indian markets have bottomed out (Samit Vartak)
The coming collapse of Indian IT (Vikas Vij)
Godrej Prop: Discount Offer (AI)
Modi’s US deal resembles a IMF bailout (Bloomberg)
Falling Fertility (AI)
On Insider Trading (AI)
India-Largest Silver Importer (AI)
The SaaS bloodbath (East Wind)
CemIndia: Racking It (AI)
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Weekend Mega Linkfest: 13 February, 2026
Some off beat reads for the weekend:
What Bangladesh’s Election means (Time)
Islamists are real winners in Bangladesh (FP)
Pakistan’s blowback state (MEM)
Christian Nationalism in UK (Spiked)
The Nordic strategic tradition (Engelsberg)
Saudi Arabia carves up Yemen (Cradle)
Goodbye to Saudi-Israeli normalization (JNS)
The campaign to bring back the Shah of Iran (FT)
Gaddafi’s son assassinated (RT)
Ukraine has become Hungary’s enemy (Korybko)
Anti Semitism in Netherlands (JPost)
Jeffrey Epstein’s Emails (JMail)
Another Sholay essay (Jai Arjun)
CIA in Sikkim (Ankit Jakhar)
Drive: Oman (Team BHP)