Alpha Ideas

Some stuff I am reading today morning:

Parliament adjourned over Hindenburg report (BW)

NSE puts 3 Adani firms under ASM framework (BS)

Adani to release Credit Report today (MC)

Why Adani should thank Hindenburg (Swarajya)

Reliance Retail now accepts digital rupee payments (Fortune)

Market Linked debentures hit below the belt (Money Life)

Budget tax proposals may hit REIT returns (FE)

Tata Hitachi on a growth path (BI)

On Position Sizing (Morningstar)

The Why of Tech Layoffs (Om Malik)

Some stuff I am reading today morning:

Adani not to proceed with FPO (BSE)

Fed raises rates by 25 bps (CNBC)

Union Budger 2023-24: Firm but Good (BS)

Increased infrastructure spending focus of Budget (Forbes)

Insurance stocks plunge post Budget (BT)

Budget has made every payment abroad costlier (MC)

Should you opt for new tax regime? (FE)

Startup: Attero recycling (BI)

It’s not easy being a stock market villain (WaPo)

CY22 Letter to Investors (OAM)