Here are the Top Clicks on Alpha Ideas this week:
Why Jack Dorsey is Satoshi Nakamoto (Sean Murray)
SIP: Ruk, Ruk, Ruk ( AI )
Advanced Enzymes: Enhanced Returns (AI)
We are different & down (AI)
‘Buy China, Sell India’ tactical trade rises (MC)
SMID valuations still above average (AI)
Time in Market > Timing Market (AI)
Jewellers margins set to take a hit (FE)
Which cities have the highest MF AUM? (CM)
F*** you money (WoW)
Some off beat reads for the weekend:
Modi played a weak hand in Trump’s Durbar (DH)
Delhi victory is a sign BJP is moving out of Modi’s shadow (Print)
Sambhal’s deadly cocktail of criminals and Jihadis (Organiser)
Why Qatar matters to India (First Post)
How Myanmar’s civil war impacts India (Scroll)
Europe in panic (Newsweek)
JD Vance at Munich Security Conference (Foreign Policy)
Wang Yi at Munich Security Conference (Pekingnology)
Trump’s plan for Gaza emboldens Israel (New Lines)
Trump’s Ukraine wake-up call (RT)
America’s betrayal of Ukraine is nothing new (Al Majalla)
Turkey is a dumping ground for Europe’s rubbish (Guardian)
Zionism is not Colonialism (TOI)
Could King Charles be the last UK monarch? (Spiked)
The fine art of losing friends (Hill Post)
Some stuff I am reading today morning:
eCar Import duty to be cut to 15% ( Rush Lane )
Amazon surpasses Walmart in revenue ( CNBC )
Interview with Pankaj Tibrewal ( MC )
Indian Equity Markets’ pain to worsen ( DH )
FMCG stocks have longest losing streak ( FE )
Uday Kotak slams Gen Z ( Fortune )
Company : Spicejet ( Forbes )
Apple Vs Microsoft ( Spyglass )
Identity crisis at Y Combinator ( Fast Co )
Financial Literacy is a VC superpower ( Crunch Base )
Some stuff I am reading today morning:
Microsoft achieves breakthrough in Quantum Computing ( MS )
S&P 500 at lifetime highs ( Yahoo )
Gold at lifetime highs ( OP )
‘ Buy China, Sell India’ trade rises ( MC )
$42 Billion of IPO lockin expiries ( Forbes )
Uber Auto is now on SaaS ( Uber )
US reciprocal tariffs to have limited impact on India ( DH )
Why Jack Dorsey is Satoshi Nakamoto ( Sean Murray )
A Crypto Fairy Tale ( Acadian )
Dealing with uncertainty ( BI )
Source: Sam Ro
