Source: Investor Presentation of Godrej Properties Ltd
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To The Moon
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Linkfest: 09 February, 2026
Some stuff I am reading today morning:
Japanese stocks hit record highs (CNBC)
Why Indian markets have bottomed out (Samit Vartak)
The Index is lying to you (Capitalmind MF)
India, Malaysia sign 11 agreements (BS)
Not easy for India to cut Russian oil (OP)
The different races in AI (Aakash Gupta)
AI boom is causing shortages everywhere else (WaPo)
Interview with Sandy Nairn (The Market)
India’s Tourism Paradox (ML)
Proven Survivors (Microcap Club)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
What led to the India-US trade deal ( Bloomberg)
What caused partner exits at Peak XV ( MC)
NSE terminals to Dubai bookies (BW)
Traders dump software stocks ( Bloomberg )
3B BlackBio: Small Fish, Growing Pond (AI)
India’s Ride Hailing Platforms (AI)
India’s nominal GDP growth (AI)
Beneficial to US (AI)
Budget 2026 changes SGB tax rules (BS)
Trump’s profiteering hits $4 Billion (New Yorker)
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Weekend Mega Linkfest: 06 February, 2026
Some off beat reads for the weekend:
The Indo-US Trade deal (Niti Shastra)
Origins of Trump’s Greenland pursuit (Time)
Bahrain on the frontline (Cradle)
Rivalry in the Horn of Africa (Al Majalla)
Why Bangladesh is wary of Jamaat (Strat News)
Balochistan, Pakistan’s bleeding sore (Tribune)
Inferno in Iran (ForPol)
Why Iran is witnessing a gold rush (New Lines)
The Israel-Iran Detente won’t last (RAND)
Epstein was an Israeli asset (MEM)
CM Yogi’s new Avatar (Print)
N Chandra’s legacy (Bloomberg)
An anecdote of Field Marshal Sam Manekshaw (Usman)
Japan’s Indian Hero-Radha Binod Pal (CL)
Why the Samurai still matter (Engelsberg)