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Alpha Ideas 20 20 Meet- 2025 Edition (AI)
SCI : 2x-3x (AI)
Unleashing the CRDMO tiger (AI)
Not expensive (AI)
Gokex: Dangerous (AI)
The fall of AI stocks (AI)
India’s solar pump landscape (AI)
Anil Ambani bank fraud (ML)
What I learned for Rakesh Jhunjhunwala (Dr Malpani)
Anti Indian sentiment rising in US (MC)
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Eveready: Bane of Bain (AI)
OBSC: Execution Perfection (AI)
Unimech: Post IPO Landing (AI)
Gem Aromatics: Post IPO Stench (AI)
Kilburn: Going Nuclear (AI)
NSDL: Recurring is Half (AI)
Looking under the Hood (Howard Marks)
Multiple ways to get 15% CAGR returns (Gorilla Game)
China advances on India’s borders (WaPo)
The great Mumbai land grab (ML)
Here are the most clicked items on Alpha Ideas this week:
Alpha Ideas 20 20 Meet: 2025 Edition (AI)
A Crash is Coming (Engelsberg)
The great Indian IPO heist (Safal Niveshak)
SW Solar: Bole Kuch, Hoye Kuch (AI)
Mining is only 1% (AI)
SIPs Sahi Hai (AI)
SSKL: Saree Ki Baari (AI)
Bringing the Gold home (AI)
Fund Management is becoming a commodity (Dhruv Rathod)
IPO Pricing Explained (AI)
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Alpha Ideas 20 20 Meet: 2025 Edition (AI)
Evolution of a Value Investor (Anshul Saigal)
Ujjivan: Pratham (AI)
Kesoram: Ram Naam Satya Hai (AI)
Q3 2025 Letter to Investors (Greenlight Capital)
Q3 2025 Letter to Investors (Pabrai Funds)
A Forgettable Samvat 2081 (AI)
India emerging as ‘anti AI’ play (MC)
Opportunities in Hindi Heartland (AI)
The World’s largest asset managers (AI)
Here are the most clicked items on Alpha Ideas this week:
Alpha Ideas 20 20 Meet: 2025 Edition (AI)
Long way for Gold (AI)
Fixed rate gold booking schemes collapse (BW)
Sources of Silver Demand (AI)
Chaman: Time to Bloom (AI)
Discount brokerages face sharp slowdown (MC)
Empor.Top (AI)
Public anger over EPFO new norms (ML)
Retail IPO buzz fades (FE)
How the US is eating Trump’s tariffs (Yahoo)