Categories
Links

Linkfest: 19 May, 2026

Some stuff I am reading today morning:

US holds off attack on Iran (Truth Social)

India no longer a stock market darling (Bloomberg)

India gets US waiver for Russian crude (OP)

US Justice Department drops all charges against Adani (DH)

Elon Musk loses court battle against Open AI (Yahoo)

Retail investors go all in on Korea (Korea Times)

Euphoria in semiconductor stocks (Josh Brown)

Vodafone Idea confident of comeback (BS)

3 EV Battery Chemical Stocks (FE)

Forget “F*** You Money” (Henrique Centieiro)

Categories
InvestorPresentations

Azad: Four Play

Source: Investor Presentation of Azad Engineering Ltd

Categories
ConferenceCall

Privi: Picture Abhi Baaki Hain

Source: Earnings Call of Privi Speciality Chemicals Ltd

Categories
Links

Linkfest: 18 May, 2026

Some stuff I am reading today morning:

Moscow attacked by Ukrainian drones (Zelenskyy)

Govt imposes import curbs on Silver (DH)

Bond yield spikes are a warning to markets (Reuters)

Thread: The most asymmetric trade (Jeffrey Currie)

Stock Talk: VIP Industries (FE)

Deep Dive: Paytm (Zen Nivesh)

Good results. Falling stocks (91 Capital)

India’s oil & gas reforms that never happened (Rajeev Mantri)

How the Iran war has crippled Qatar (MC)

China’s Battery Breakthrough (OP)

Categories
TopClicks

Top Clicks on Alpha Ideas this Week

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

Tarachand: Cash PAT > PAT (AI)

The Invisible costs of PMS (AI)

Should you really diversify globally? (Carnelian)

Buy the Dog Shit stocks (Lee Roach)

Pricol: Classy Exit (AI)

Coforge: Client Zero (AI)

Microcaps create Multi Baggers (91 Capital)

LT Elevator: Going Up (AI)

Shyam: 3x in 5 (AI)

KRN: Sixer (AI)