Alpha Ideas

Some stuff I am reading today morning:

Trump imposes tariffs on pharma, other products (Yahoo)

September 2025 is seeing record IPOs (MC)

India may opt for French Fighter Engines (Bloomberg)

Company: Man Infraconstruction Ltd (BI)

HBL AGM 2025 Highlights (VP)

Library of Mistakes in Investing (Kuntal Shah)

China’s industrial policy has an unprofitability problem (Noah)

The visions of Neil Mehta (Colossus)

Robin Zeng: CATL’s Prodigious Gambler (Interconnected)

The Electro-Industrial Stack will move the world (a16z)

Some stuff I am reading today morning:

China floods world with cheap exports (Bloomberg)

AI can pass CFA exam in minutes (CNBC)

LNG poised to disrupt heavy vehicle fuel market (BW)

Jane Street under CBDT scanner (Rediff)

Low public float is a threat to investors (ML)

Russia’s shadow fleet continues to defy sanctions (OP)

Bull Markets Vs Bear Markets (Ian Cassel)

Warren Buffett & Diversification (AA)

Long Haul Gold (DR)

The Electric Slide (Not Boring)