Source: Exchange Filings of Multi Commodity Exchange of India Ltd
FY26 PAT > FY25 Revenues !
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The Invisible Costs of PMS
Source: ET Wealth
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Linkfest: 11 May, 2026
Some stuff I am reading today morning:
PM Modi’s message amid Iran war (MSN)
Trump rejects Iran proposal (CNN)
Netanyahu says Iran war is not yet over (CNBC)
OMCs take a 1 Lakh Crore hit (BT)
China’s solar over supply (OP)
US markets are in a late-stage bubble (The Street)
Chinese markets are making new highs (TrendLabs)
Stock Talk: RR Kabel (FE)
Microcaps create Multi Baggers (91 Capital)
Investors have to be pragmatic optimists (Contessa)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
Bhagyanagar: Aggressive Enough (AI)
Defence is the best Offence (AI)
37 years of Compounding (Humble $)
How BJP won Bengal (HT)
RSUs Vs ESOPs (AI)
The 40 Lakh Cr Power Value Chain (Raghav Wadhwa)
The End of Cigarettes is coming (Atlantic)
Biggest IPOs of 2026 (FE)
Garware: Record (AI)
Mobikwik: Peak Exit (AI)
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Weekend Mega Linkfest: 08 May, 2026
Some off beat reads for the weekend:
Deconstructing Bengal Elections-Part 1 (Great Bong)
Deconstructing Bengal Elections-Part 2 (Great Bong)
The end of Mamata’s evil empire (First Post)
What liberals need to understand about Bengal’s voters (NDTV)
The Trinamool-Jamaat nexus (Daily Star)
The man who gave Modi Bengal (NS)
The real message from Tamil Nadu election results (Swarajya)
What lies ahead for Assam (Print)
The Return of the Sacred (Vasudha)
Mixed messages on US-Iran deal (Time)
Germany’s new militarization (RT)
Thread: The Hedonic Treadmill (Sandeep Kulkarni)
The story of HMT Rice (Parimal)
Mirza Ghalib on Benaras (Raza Rumi)
A museum visit with VS Naipaul (Aatish Taseer)