Categories
Links

Linkfest: 19 August, 2025

Some stuff I am reading today morning:

Modi gives tax boon to India’s economy (CNBC)

India Inc braces for GST 2.0 (FE)

Its pouring car discounts (Rediff)

Govt may ease Defence Tender norms (MC)

India to impose tariff on top 3 steel producers (HT)

US Markets are flashing warning signs (The Market)

China’s $11 Trillion stock market is a headache for investors (MSN)

Fishing & Investing (CS)

Scattershot Diversification (Richard Ennis)

Your portfolio is the one you can live with (RP)

Categories
InvestorPresentations

Optiemus: Screen Protector

Source: Investor Presentation of Optiemus Infracom Ltd

Categories
ConferenceCall

KRBL : Not Just Rice

Source: Earnings Call of KRBL Ltd

Categories
Links

Linkfest: 18 August, 2025

Some stuff I am reading today morning:

PM Modi Independence Day Speech (MSN)

Next Gen GST aims to boost economy (Rediff)

US Delegation’s India visit called off (CNBC)

Can India survive the Trade War? (The Diplomat)

Company: Data Patterns (FE)

Sector: PET Recycling (BI)

Stock Talk: CL Educate (Bhavik Mehta)

Fees predict Performance (Basis Pointing)

Don’t chase financial freedom with misery (Jago Investor)

The Calculus of Value (Howard Marks)

Categories
TopClicks

Top Clicks on Alpha Ideas this Week

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

How F&O trading shattered a family (FE)

VIP: Losing to Losers (AI)

IT Out of Favour (AI)

Saregama: The Exception (AI)

Rishabh: Running Ahead (AI)

How likely will investors outlive their savings (Math Investor)

Acrobatic Accounting at Suzlon Energy (ML)

Titan: Lab Grown Commodity (AI)

MF Houses: Poore Pachas (AI)

Growth is a Challenge (AI)