Alpha Ideas

Some stuff I am reading today morning:

India to sign world’s biggest Rafale deal (MSN)

Explosive rally sweeps over Metals Market (Yahoo)

Bearish Oil sentiment has flipped (OP)

India asks its citizens to leave Iran (BS)

Company: Dabur (Rediff)

Stock Talk: EMS Stocks (FE)

Chaitanya Patil’s NH66 Audit (ML)

Thick desires are Transformative (Tony Isola)

Dead Companies Walking (Tomasz Tunguz)

4Q 2025 Letter to Investors (Oakmark)