Alpha Ideas
Investment Blog for the Indian Markets
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Latest posts
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F&O in Commodities
Source: Nithin Kamath
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India Data Center Pipeline
Source: Investor Presentation of Aeroflex Industries Ltd
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Linkfest: 03 November, 2026
Some stuff I am reading today morning: Oil prices fall sharply (NDTV) FM Sitharaman in favour of supportive tax regime (MC) SEBI proposes scrapping LTCG tax for Foreign Investors (ML) Tatas head for November showdown (Rediff) The AI trade ain’t finished (Raoul Pal) NSE at BSE…
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Wealth Creation takes Time
Source: Sidecar Investor
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Consensus Vs Contrarian
Source: Moon Tower
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Linkfest: 02 November, 2026
Some stuff I am reading today morning: AI stocks just lost $5 Trillion (Yahoo) Iran braces for more war (NY Times) Maruti hits record monthly sales (NDTV) GST hits record collections (Rediff) RCom & Jio (Fortune) Anthropic’s massive revenue surge (Bloomberg) Stock Talk: Poojaa…
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week: Alpha Ideas 20 20 Meet-2026 Edition (AI) Pabrai’s Performance (AI) What the FIIs sold (AI) Waaree: No Closure Disclosure (AI) Oct 2026 Letter to Investors (Sage One) Rubio’s Jamnagar move (Oil Price) For Small Investors…
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Weekend Mega Linkfest: 30 October, 2026
Some off beat reads for the weekend: Rahul Gandhi’s Muslim Mousetrap (Open) Global demand for skilled Indians (FP) Israel in a stalemate (JPost) Violent crackdown in NW Pakistan (Drop Site) Makkah Pact’s efforts to pause the Iran War (Arab News) War with Iran likely (Al Majalla)…