Alpha Ideas

Some stuff I am reading today morning:

PM Modi’s speech at Maritime India Week 2025 (PIB)

Nvidia becomes first $5 Trillion market cap co (Yahoo)

Copper soars to record highs (OP)

ITR dates extended (MC)

India-EU FTA talks progress (FE)

The great Indian IPO heist (Safal Niveshak)

Sector: Housing Finance (Rediff)

The Spotlight (Microcap Club)

The Case for a ‘Good Enough’ portfolio (Morningstar)

When ARR is not ARR (Tanay Jaipuria)

Some stuff I am reading today morning:

Apple market cap tops $4 Trillion (HT)

SEBI proposes big changes for Mutual Funds (MC)

Deep schism within Tata Trusts (FE)

Wall Street shrugs off credit worries (Bloomberg)

Inside the Trump crypto cash machine (Reuters)

SaaS Startup: Rocketlane (Forbes)

Trying to time the market (BI)

Inventors over Investors (Anil Dash)

Markets are voting mechanisms (Cliff Asness)

Q3 2025 Letter to Investors (RAM)