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28 July, 2025 – Alpha Ideas


Some stuff I am reading today morning:

SME IPO hype fizzles in 2025 ( Fortune)

US & EU reach trade deal ( Investing )

TCS to layoff 12,000 employees ( BS )

On Microsoft layoffs ( Om Malik)

Curious timing of ED raids on Anil Ambani ( BW )

Musk is at crossroads with Tesla ( Yahoo )

Stock Markets go to extremes ( Humble $ )

Is the S&P a thirst trap? ( Contessa )

The risks of passive investing dominance ( AA )

Ferrari status ( Ted Lamade )



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