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22 July, 2025 – Alpha Ideas


Some stuff I am reading today morning:

S&P 500, NASDAQ hit record highs (CNBC)

Bajaj Finance MD Saha resigns (MC)

SEBI lifts trading ban on Jane Street (Rediff)

SBI raises 25,000 Cr through QIP (DH)

Indian film industry in crisis (BT)

Sector: Small Finance Banks (Forbes)

Stock: Northern Arc (GreenEdge)

Ethereum is surging (Yahoo)

Beyond Stablecoins (Decentralised)

The art of selecting ‘Growth Royalty’ cos (Bill Ackman)



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