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TopClicks

Top Clicks on Alpha Ideas this Week

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

Alpha Ideas SME Stars-2025 Edition (AI)

Tracking Performance of SME IPOs (AI)

Why IT Services cos can’t and won’t build IT products (NSD)

India’s Derivatives Delusion (ML)

Curious timing of ED raids on Anil Ambani (BW)

India’s Oil Turmoil (AI)

Company: Nitco (BI)

Bikaji: Less Unhealthy (AI)

CMS: Frustrated Survivor (AI)

Global glut of steel (DH)

Categories
Links

Weekend Mega Linkfest: 01 August, 2025

Some off beat reads for the weekend:

The RSS Century (Open)

Inside story of VP Dhankar’s resignation (Print)

Trump wants to derail India’s rise (Korybko)

From EU to Eunuch (RT)

Reject the moral blackmail of Marxist-Jihadi axis (TH)

Not safe to be openly Jewish in Europe (TOI)

Saudis Vs Houthis (JPost)

What the Houthis really want (Engelsberg)

Belgium’s broken prisons (New Lines)

Confessions of Canada’s secret poor (Macleans)

Thread: Mujib’s 1974 Lahore Visit (Paperclip)

Letter from PM Indira Gandhi to President Nixon (State)

Thread: Finland & Nazi Germany (Rina Luru)

Travelogue: Iceland (BBC Travel)

Sport: Pok-ta-Pok (Smithsonian)

Categories
Observations

Top 5 Firms by Market Cap

Source : Business Standard

Categories
Auto Components

India’s Auto Components Market

Source: Investor Presentation of Kinetic Engineering Ltd

Categories
Links

Linkfest: 01 August, 2025

Some stuff I am reading today morning:

US finalizes Tariff rates (White House)

India not to compromise on core interests (BS)

Oil markets are now paying attention to Trump’s threats (OP)

Indian Pharma braces for Trump’s tariff fallout (Forbes)

SC recalls verdict on Bhushan Steel (Rediff)

Regulatory overreach by SEBI (ML)

The cheap Rs 10 NAV myth (FE)

Interview with Michael Pettis (The Market)

The Paradox of Skill (Safal Niveshak)

Copycats are the biggest threat to successful strategies (NI)