Author: Raoji

Tweets

Bajaj: What a Victory Lap Looks Like

Quotes

Links

Some stuff I am reading today morning:

All eyes on Infosys (BS)

India-US trade deal almost final (FE)

Interview with Bharat Shah (ET)

Decoding the great Indian tax payer (Mint)

How the Singh brothers fell from grace (Rediff)

Sector Watch: Sugar (Forbes)

Ranking business models (Ashish Kila)

Don’t exit SIP (Bala)

Profiting from the Trump chaos trades (Vanity Fair)

The best predictor for stock fund performance (Morningstar)

TopClicks

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

India: Wealth Creation Story (Kuntal Shah)

The 9 Lakh Crore problem (AI)

Seya Industries: How dare you? (AI)

The Smelting of Indian Stocks (Calm Investor)

How do you look at cash? (AI)

What consolidation looks like (AI)

How SEBI distorted the markets (AI)

How the Thapar Empire went bust (ET)

Stock Analysis: IEX (Candor Investing)

Corporate Governance in Indian Family Owned businesses (Prof Bakshi)