Some stuff I am reading today morning:
US attacks Iran (CNBC)
Indonesia buys Indian missiles (BW)
India’s $100 Billion Grid bet is accelerating (OP)
Nvidia’s $1 Trillion sell off (Yahoo)
Deep Dive: Indian Drone Industry (Nothing Linear)
Research: Hexagon Nutrition (Birch Tree)
Mid-2026 Letter to Investors (Terry Smith)
The AI Data Centre cover-up (FT)
Save more instead of chasing higher returns (HT)
On Portfolio Construction (Pardinhos)
Some stuff I am reading today morning:
Firm demand for Cochin Shipyard OFS (BS)
Is Tata Motors becoming India’s EV King? (Rediff)
India strategy for Mercedes-Benz (Forbes)
Company: Truevis Technologies (BI)
Commodity: Tungsten (Katusa)
Welcome to the age of the Profit $ (FT)
When AI costs more than the Engineer (Tomasz Tunguz)
An Investor’s first job is to survive (Safal Niveshak)
Spotting bubbles & calling tops (CS)
Dividend Investing is Dead (Flyover Stocks)
One of our annual events is the Alpha Ideas SME Stars Event.
Details of last year’s event is blogged over here
The details of this year’s Event are as follows :
Date: Sunday 06 September 2026
Time : 8:30 am – 4:30 pm
Indicative List of Companies (In Alphabetical Order) :
Venue : Pracharya B.N. Vaidya Sabhagriha, 2nd Floor, IES Raja Shivaji Vidya Sankul, Gate No 12, Hindu Colony, Dadar East, Mumbai-14
Format: SME Companies will present on their own businesses for 20 Mins followed by Q&A of 10 mins.
Meals: Lunch, Snacks, Tea/Coffee
Charges: Rs.6000+18% GST= Rs.7,080 (Rupees Seven Thousand and Eighty Only)
Kindly note that we will be putting up the recordings for FREE on The Alpha Ideas SME Channel on You Tube a week after the event.
Kindly note that no cancellations or refunds are allowed.
The registration is now closed.
