10 June, 2025 – Alpha Ideas

Some stuff I am reading today morning:

RBI flags crisis in Microfinance (ML)

Why unlisted NSE shares are seeing a surge (Rediff)

SEBI probes Jane Street’s trades (DH)

Sector: Gold Loan NBFCs (Fortune)

Thread: This is an Equity Bull Market (Trinh)

How Birla Opus redrew the Paint industry (BW)

Inside Trent’s winning strategy (FE)

Sophisticated investors & market efficiency (Mr Zepczynski)

Criminals are after Crypto Investors (Slate)

So what if you miss the Market’s N best days? (AQR)