Source: Prashant Jain, CIO of 3P Investment Managers in The Business Standard
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A Compelling Opportunity
Author: Raoji
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Linkfest: 09 November, 2026
Some stuff I am reading today morning:
Apology letter of Nvidia CEO Jensen Huang (Nvidia)
NSE’s Electronic Gold Receipts take off (CNBC)
8 Diwali Picks (Birch Tree)
Company: Syrma SGS (BI)
Stock Talk: West Coast Paper Mills (BTS)
Sellside Research: Powergrid (ICICI)
How Bhadresh Shah built AIA Engineering (FE)
Nike hit with Fatwa (Climateer)
The Marble Ledger (DR)
Being right can make you a worse investor (Morningstar)
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Top Clicks on Alpha Ideas this Week
Wishing readers a very Happy Diwali !
Here are the most clicked items on Alpha Ideas this week:
Mapping the BESS landscape (AI)
HEG: Anode Abundance (AI)
Windlas: Rewarding Winds (AI)
Investors lose 100 Cr in Stockal hack (NDTV)
Muhurat Trading Timings (MC)
Thread: Don’t stop your SIPs (K Rajendran)
If it feels good, you are too late (Moon Tower)
AI boom will hit a wall by end 2026 (Elon Musk)
Thread: Muthoot Finance (Digant Haria)
Wealth Creation takes time (AI)
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Weekend Mega Linkfest: 06 November, 2026
Some off beat reads for the weekend:
Why Democrats won the Mid Terms (Time)
Desis turn Left in America (New Lines)
K-shaped economy of China (James Crabtree)
World War 3 is 3 decisions away (TOI)
India is closely watching the Badr accord (RT)
Karmic Capital (Open)
The Quest to end Dementia (Walrus)
5 Biggest Blood Sugar myths (Science Focus)
Training protocol of Tom Cruise (Valor Mental)
Punjab’s old & new royalty (KBS Sidhu)
The Prambanan Temple Complex of Indonesia (Parimal)
The massacre at Hagia Sophia (Homer Pavlos)
Farouk I, the last monarch of Egypt (Chakmillion)
When the car dealer damages your car (Soham)
Drive: Georgia (Team BHP)
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