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17 July, 2025 – Alpha Ideas


Some stuff I am reading today morning:

How much cash do Mutual Funds hold? ( CM )

US pressurising India on agriculture tariffs ( HT )

Vietnam’s VinFast opens eSUV bookings ( Rediff)

2 Sectors, 10 Charts ( Nooresh Merani )

Company: Veritas Finance ( BI )

July 2025 Letter to Investors ( Ikigai )

Interview with Rahul Saraf ( TOI )

Meta is pouring Billions of $ in AI ( Yahoo )

Tech Philosophy and AI Opportunity ( Stratechery )

The deception of a good outcome ( SN )



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