Some stuff I am reading today morning:
Nvidia becomes first co to hit $4 Trillion Market Cap (Reuters)
Trump sends more Tariff Letters (CNBC)
Trump threatens 50% tariffs on Brazil (CNN)
FM exhorts NBFCs to double loan book (FE)
The slow death of small cars (Forbes)
Bitcoin soars to record highs (Yahoo)
Revenue comes to Crypto (Tomasz Tunguz)
Life Lessons from Trading (J Trader)
The Investing Paradox of Choice (CS)
Anatomy of a WhatsApp Stock Scam (Herb Greenberg)
One of our annual events is the Alpha Ideas SME Stars Event.
Details of last year’s event is blogged over here
The details of this year’s Event are as follows :
Date : Sunday 24 August, 2025
Time : 8:30 am – 4:30 pm
Venue : Pracharya B.N. Vaidya Sabhagriha, 2nd Floor, IES Raja Shivaji Vidya Sankul, Gate No 12, Hindu Colony, Dadar East, Mumbai-14
Format: 10 SME Companies will present on their own businesses for 20 Mins followed by Q&A of 10 mins.
Meals: Lunch, Snacks, Tea/Coffee
Charges: Rs.5000+18% GST= Rs.5,900 (Five Thousand Nine Hundred Only)
Kindly note that we will be putting up the recordings for FREE on The Alpha Ideas SME Channel on You Tube a week after the event.
Kindly note that no cancellations or refunds are allowed.
This event is now sold out.
Source : Financial Times
Some stuff I am reading today morning:
Wall Street is calling Trump’s Bluff (CNN)
Trump threatens 50% tariff on copper, 200% on pharma (Yahoo)
Capgemini to buy WNS (Rediff)
Former SEBI Chief Buch’s hollow defense (BW)
Jane Street saga exposes a deeper problem (ML)
Company: Razorpay (Forbes)
The Tariff Beatings will continue (Paul Krugman)
How AI is fuelling Startup Seed Strapping (Tanay Jaipuria)
Not Smart Vs Stupid (Seth Godin)
2025 Semi-Annual Letter to Investors (Fundsmith)
Source: Financial Times
