Source: Earnings Call of HEG Ltd
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HEG: Last Straw
Source: Earnings Call of HEG Ltd
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Black Box: Tax Free Dream
Source: Earnings Call of Black Box Ltd
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Linkfest: 08 June, 2026
Some stuff I am reading today morning:
Trump tries for deal as Iran attacks Israel (JPost)
US eyes Iranian assets for Gulf reconstruction (CNBC)
Wall Street pauses AI rally (Yahoo)
RBI measures can get $50 Billion (MC)
FPIs pulled out 43,000 Cr in first week of June (Rediff)
Related Party Transactions within Elon Musk Cos (Kludge)
Why China got rich and India didn’t (David Oks)
The Collapse of Terminal Value (Chamath Palihapitiya)
12 Profit Booking Strategies (Henrique)
Fund Manager Letters tell you if they will outperform (Klement)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
India should win. Not with my money (Vinod Kumar)
Jyoti CNC:10,000 more (AI)
Warning signs from US stock markets (CNBC)
Adani: The Houdini of Gujarat (Economist)
The coming India Data Centre boom (AI)
JM Financial: Our time will come (AI)
Theme: Wealth Management stocks (FE)
Performance of Smallcap SIPs (AI)
India’s Oman bet looks timely (OP)
Bill Gates’s image is diminished (WSJ)
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Weekend Mega Linkfest: 05 June, 2026
Some off beat reads for the weekend:
Modi’s Enablers (Ramachandra Guha)
Bengal verdict has changed Indian politics (Mahesh Jethmalani)
Securing the Bengal border (Organiser)
Brits enraged over Sikh’s murder of Henry Nowak (RAIR)
How Mossad became a war fighting juggernaut (JPost)
Why Cuba suddenly matters again (GC)
Pakistan’s establishment fears Pakistanis (MEM)
Armenia Vs Azerbaijan (Engelsberg)
Oman holds key to Hormuz (Cradle)
Kazakhstan: Dying for oil (New Lines)
Hunt for Brain’s ‘Core Algorithm’ (Wired)
The history of Indian watchmaking (Monochrome)
Indian tourists abroad (FP)
42nd Anniversary of Operation Blue Star (KBS Sidhu)
A Middle-Class Upbringing (R Balu)