09 July, 2025 – Alpha Ideas

Some stuff I am reading today morning:

Wall Street is calling Trump’s Bluff (CNN)

Trump threatens 50% tariff on copper, 200% on pharma (Yahoo)

Capgemini to buy WNS (Rediff)

Former SEBI Chief Buch’s hollow defense (BW)

Jane Street saga exposes a deeper problem (ML)

Company: Razorpay (Forbes)

The Tariff Beatings will continue (Paul Krugman)

How AI is fuelling Startup Seed Strapping (Tanay Jaipuria)

Not Smart Vs Stupid (Seth Godin)

2025 Semi-Annual Letter to Investors (Fundsmith)