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Incredible! Never knew the iconic RD Burman, Sushma Shreshtha (Poornima later on), Kishore Kumar song Jaane Tu Ya Jaane Na is such a cult in Algeria, even more popular than their national anthem! Such a cultural impact these songs used to have..

Charlie Munger's timeless answer to the question: If you could only hold 1 stock for the rest of your life, what would you look for?

This week, in Indore, Holkar dynasty of Marathas held their Uttaradhikari ceremony to appoint Prince Yeshwant Rao Holkar III as their titular head. Maratha noble houses under Holkars gave their support & blessings at Rajwada, Indore. Some might wonder how come they look white? Well, it is because super stylish last King of Holkar dynasty— HH Maharaja Yashwant Rao Holkar II married an American woman later known as Lady Fay Holkar. That started a while lineage in this Maratha house.

Turkey has sold 6 years worth of accumulated gold in 3 weeks: Erdogan has dumped a shocking 120 tons of gold (almost $20BN) since the war started, and 70 tons last week. It's amazing gold is not much lower, and begs the question: who is buying all the gold Turkey is selling?

Compound. Compound. Compound. A founder in his late 70s gave me that advice ~20 years ago. This week, he sold his company, Restaurant Depot, for $29B. You may not know the company, or its founder, 94-year-old Nathan “Natie” Kirsh. He isn’t exactly an avid social media user. An episode of Acquired or a chat with @HarryStebbings is overdue at this point. I remember pitching Natie on becoming an LP in Founder Collective when we first started. He passed saying he didn't do funds. But his advice, “Compound. Compound. Compound,” has stuck with me. Here’s what his advice about compounding looked like in practice: He got his start in his family’s milling business in Potchefstroom, South Africa. Then he crossed into Eswatini and built one from scratch. The lessons were compounded into the capital to buy a distribution company. The distribution company allowed Natie to pioneer a cash-and-carry model, think Costco without the polish, supplying small restaurants and shops at scale. The success compounded, and it became one of the largest food distribution businesses in southern Africa. In the 1970s, he took the same playbook to New York and started Jetro, selling bulk groceries to bodega owners. In the 1990s, he acquired Restaurant Depot and began rolling out stores. Lessons and leverage compounded, and eventually, there were 166 of them across the country. At one point, Warren Buffett tried to buy a stake. They couldn’t agree on terms, though it was a serious nod of respect from one legend of compounding to another. The fascinating thing about Natie’s story is that technology is almost non-existent in the telling. There’s real sophistication behind this business, decades of world-class execution, and a long list of smart decisions. Still, every business Natie built would be recognizable to a merchant 3,000 years ago. Buy low. Move goods. Repeat. His edge was perspective not invention. He bought Restaurant Depot at 63 after four decades of grinding, literally and figuratively. Thirty years later, just after his 94th birthday, he sold it for $29B. Compounding isn’t easy. The discipline to keep going, especially after decades of success, is rare. Failure forces change, but success typically breeds boredom. Most people want to move on. Natie kept grinding, from his start as a 20-year-old miller to a nonagenarian billionaire. I've carried his three words for nearly twenty years. With luck, I'll spend the next forty proving I was listening. I hope you do as well. Compound. Compound. Compound.

‘The golfer from Mara lago’ 🫢

Weekend Mega Linkfest: 02 April, 2026 alphaideas.in/2026/04/02/wee… #megalinkfest

Atlanta: Powerful Approval alphaideas.in/2026/04/02/atl…

Soaring Fuel Charges alphaideas.in/2026/04/02/soa…

Linkfest: 02 April, 2026 alphaideas.in/2026/04/02/lin… #linkfest

This is exactly the reason one should avoid selling just for tax purposes. I have learnt this lesson the hard way in in 2013. Imagine selling for tax harvesting and buying 5% higher. Defeats entire purpose. Sell if you anyways wanna sell. Selling for taxes is the worst reason to sell.

Clear Signal alphaideas.in/2026/04/01/cle…

Visited the LOHUM Research & Development (R&D) Centre and its Lithium and Cobalt Refinery facilities, at Greater Noida, Uttar Pradesh, today, reiterating the Government of India’s strong commitment towards securing critical minerals through innovation, recycling, and sustainable practices. The visit began at LOHUM's Research and Innovation Centre, where proprietary hydrometallurgical processes are developed and scaled from lab to pilot to industrial deployment, achieving lithium purity levels well above the industry average.

$ Strength Through War alphaideas.in/2026/04/01/str…

If you could travel back to 2015 -- let alone 2005 -- and explain that a founding leader of Al Qaeda in Syria will be made President with the help of the US and Israel, then warmly welcomed in the WH and western capitals, you'd be called a crazy anti-west conspiracy theorist.

Anthropic accidentally leaked their entire source code yesterday. What happened next is one of the most insane stories in tech history. > Anthropic pushed a software update for Claude Code at 4AM. > A debugging file was accidentally bundled inside it. > That file contained 512,000 lines of their proprietary source code. > A researcher named Chaofan Shou spotted it within minutes and posted the download link on X. > 21 million people have seen the thread. > The entire codebase was downloaded, copied and mirrored across GitHub before Anthropic's team had even woken up. > Anthropic pulled the package and started firing DMCA takedowns at every repo hosting it. > That's when a Korean developer named Sigrid Jin woke up at 4AM to his phone blowing up. > He is the most active Claude Code user in the world with the Wall Street Journal reporting he personally used 25 billion tokens last year. > His girlfriend was worried he'd get sued just for having the code on his machine. > So he did what any engineer would do. > He rewrote the entire thing in Python from scratch before sunrise. > Called it claw-code and Pushed it to GitHub. > A Python rewrite is a new creative work. DMCA can't touch it. > The repo hit 30,000 stars faster than any repository in GitHub history. > He wasn't satisfied. He started rewriting it again in Rust. > It now has 49,000 stars and 56,000 forks. > Someone mirrored the original to a decentralised platform with one message, "will never be taken down." > The code is now permanent. Anthropic cannot get it back. Anthropic built a system called Undercover Mode specifically to stop Claude from leaking internal secrets. Then they leaked their own source code themselves. You cannot make this up.

Linkfest: 01 April, 2026 alphaideas.in/2026/04/01/lin… #linkfest

58,000 Americans died in Vietnam. Over 3,000,000 Vietnamese died. And for fifty years, American culture has centered the grief of the 58,000 while treating the 3,000,000 as a backdrop. As scenery. As context. As "the Vietnam War experience." They built a wall in Washington with American names on it. A beautiful wall. A solemn wall. Good. Mourn your dead. But understand what that wall does not say. It does not say why they died. It does not say what they were doing there. It does not say what was done in their name to the people whose country it actually was. It does not mention My Lai, where American soldiers massacred an entire village, old men, women, children, babies, and the officer who ordered it served three years of house arrest before being pardoned. Three years. House arrest. Pardoned. For five hundred people murdered in a ditch. It does not mention the 2.7 million acres of Vietnamese forest doused in Agent Orange, a chemical weapon disguised as herbicide, that is still deforming Vietnamese children today. Not in 1970. Not in 1985. Today. Children born in 2020 with bodies twisted by a war their grandparents fought. And the chemical companies that made it are still in business. Still profitable. Still un-prosecuted. And yet they send us human rights reports. They grade our democracy. They warn us about our behavior. The audacity is so enormous it becomes almost impressive. Almost.

DON’T BUY LANDS IN HYDERABAD!! Because our Ministers themselves will blatantly grab your lands and no one can save you. Watch this 16 minute video. This is the evidence for my statement- This old man in the video is Satish Shah. Satish Shah’s mother purchased a land in Vattinagulapalli in 1968. From 1968 to 2025 many surveys have happened - every time it was clear that the land belonged to Satish Shah’s family. FIFTY SEVEN years, there was never a single problem. Around May 2025, Revenue Minister Ponguleti Srinivas Reddy’s construction company Raghava Constructions bought the land adjacent to Satish Shah. And then started the most harrowing experience for Satish Shah and his family. In June 2025 Minister Ponguleti Srinivas Reddy’s son Ponguleti Harsha Reddy gets in touch with Satish Shah. He meets him and tells that they need small portion of the land for laying a 100 feet road. Since their land is under GO 111, Satish Shah and family told Harsha they don’t want to sell the land. After two weeks, Minister Ponguleti Srinivas Reddy himself goes to the house of Satish Shah. 🤯 The idea is to create fear psychosis. Then the third visit happens. This time Ponguleti Harsha Reddy visits their home and tells that they don’t want 2/3 acres but need the entire land. Satish Shah’s family runs a Goshala and they cultivate the land. They stood their ground and told clearly they don’t want to sell. This hurt the big ego of the big minister & his son. In 2019 land survey happened under high court direction when Satish Shah’s sister was selling her portion of the land. In 2021 land acquisition happened and the family even got compensation from the government. Around 2018-2019 boundary wall constructed Now the revenue minister wanted to use his power to manipulate the land records. He ordered a sudden survey. Satish Shah went to the court and the High Court of Telangana suspended the survey. In the intervening night of 29th-30th October, 7-8 JCBs came without number plates and all walls were demolished. Satish Shah came to know these were Raghava Construction’s JCBs and lodged a complaint to the police. He went to the court and obtained an ad-interim order. There were FIVE physical attacks on the workers by 60 goons. Power was cut. They threaten to kill and burry everyone in the same land. High court gave police protection! Four months since it’s been pending. On Ugadi again, the staff were attacked and the wall of the goshaala that was repaired was demolished again. According to Satish, the police are mute & helpless. The land next to Satish Shah’s land was acquired by Ponguleti family, and construction is being carried out under a new name NewGen Builders. Satish Shah has all documents, all legal rights, has court orders, he and his family are educated & have the resources to fight YET they live in constant fear for their lives. So - my advice! Don’t buy lands in Hyderabad and Telangana because we have land grabbers ruling us 🙏🏽🙏🏽🙏🏽

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