Categories
Links

Linkfest: 17 June, 2025

Some stuff I am reading today morning:

Markets could be under pricing Israel-Iran conflict (CNBC)

Trump calls for Tehran evacuation (Yahoo)

AlphaGrep to launch Quant driven Mutual Fund business (HT)

Zee Promoters to hike stake to 18% (FE)

Stock Analysis: Vadilal Industries Ltd (Dr Vijay Malik)

Revisiting the Correction (Prabhakar Kudva)

Bengaluru HNIs lead in alternate investments (DH)

World War 3 is bullish (DR)

Enhancing Momentum Strategies (Alpha Architect)

Different kinds of Smart (Morgan Housel)

Categories
Gas

The Future is Gas

Source : Business Line

Categories
NBFCs

Microfinance Industry Status

Source : Business Standard

Categories
Links

Linkfest : 16 June, 2025

Some stuff I am reading today morning:

Israel, Iran may have to fight it out ( NDTV )

FED & ECB are on different pages ( Yahoo )

Deep Dive research with Chat GPT ( Anil Tulsiram)

Adani’s Haifa port is unharmed ( Fortune )

1500 Cr scheme to recycle critical minerals ( Rediff )

India moves tap it’s rare earth reserves ( CNBC )

Company : Air India ( Forbes )

Cyber Fraud : Ambareesh Baliga case ( ML )

How AI is dismantling elite professions ( Medium )

Timeless lessons from Joel Greenblatt ( TE )

Categories
TopClicks

Top Clicks on Alpha Ideas this Week

Here are the most clicked items on Alpha Ideas this week:

Kalyani Cast Tech: One of a Kind (AI)

Gold is # 2 (AI)

Thread: This is Bull Equity Market (Trinh)

Lessons from 1 Lakh Crore Cos (NIE)

Generational Wealth from JSW Steel shares (FE)

RBI flags crisis in Microfinance (ML)

How Birla Opus redrew the Paint Industry (BW)

Sealmatic: Pehle Rokda, Fhir Raasta (AI)

Dicabs: 10,000 Cr Potential (AI)

Olatech: Earnings Calculation (AI)