Alpha Ideas

Some stuff I am reading today morning:

Landmark ruling by SC in Tiger Global-Flipkart case (PN)

India issues travel advisory for Israel (BS)

India’s Smartphone Security push (Inc 42)

Deep Dive: Mahindra Logistics (Zen Nivesh)

Nvidia’s Third Time (Tomasz Tunguz)

The Mag 7 is under performing (Trend Labs)

Materials & Energy stocks take early lead in 2026 (CS)

The brutal bankruptcy of First Brands (Restructuring)

When 40x P/E is a bargain (Flyover Stocks)

The Power of Constraints (Collab Fund)