Alpha Ideas

Some stuff I am reading today morning:

Capitalmind MF launches first NFO today ( HDFC)

India unfazed by Trump’s Russia threats ( OP )

Byju’s founders plan lawsuits against investors ( BS )

Adani sells 20% stake in Adani Wilmar ( DH )

India Office REITs bounce back ( Fortune )

Why I wrote the first cheque for Rapido ( Forbes )

Startup : Gameskraft ( BI )

There are over 23 Million Millionaire households in US (D&D)

Muted impact of tariffs on US inflation ( BP )

Why you shouldn’t be scared of market highs ( Carson )

Some stuff I am reading today morning:

How much cash do Mutual Funds hold? ( CM )

US pressurising India on agriculture tariffs ( HT )

Vietnam’s VinFast opens eSUV bookings ( Rediff)

2 Sectors, 10 Charts ( Nooresh Merani )

Company: Veritas Finance ( BI )

July 2025 Letter to Investors ( Ikigai )

Interview with Rahul Saraf ( TOI )

Meta is pouring Billions of $ in AI ( Yahoo )

Tech Philosophy and AI Opportunity ( Stratechery )

The deception of a good outcome ( SN )