alphaideas

Linkfest: 07 April, 2026 alphaideas.in/2026/04/07/lin… #linkfest

Surat Diamond Bourse (SDB) is Completely Failed Project. Guinness World Record Does not bring the business to the state. Only 50 Offices are open out of 4700 offices. SDB is Nothing but sheet waste of money and own political desires. They Spent ₹3200 Crores to Build SDB. Main aim of SDB is to shift diamond hub from Mumbai to Surat. Initially at the time of inauguration They invited Big Diamond merchants to open offices in SDB and they opened it as well. But... within 2 months they all closed thier offices because they found that there is no purpose to shift from mumbai to surat. SDB is only aspiration of 3 Political leader which is not going to be true in any near future. Today if you go there rarely you will found any shop open. Within 2 year you can found that goverment will also give up on this project.

Top IPOs of FY2026 alphaideas.in/2026/04/06/top…

India 10 Year G-Sec alphaideas.in/2026/04/06/ind…

Linkfest: 06 April, 2026 alphaideas.in/2026/04/06/lin… #linkfest

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.