Alpha Ideas

Some stuff I am reading today morning:

Adani commits $100 Billion to AI Infrastructure (BSE)

Infosys AI Day presentation (BSE)

Adani’s Secret Investments (FT)

Iran partially closes Strait of Hormuz (CNBC)

Theme: 3 Defence Stocks (FE)

Stock Talk: Kwality Walls (Alok Kejriwal)

Is Vertical Software cooked? (Nicolas Bustamante)

Sasha Mirchandani’s 400x return (The Arc)

Henry Ellenbogen’s Alpha (Colossus)

In Search of Profitability (Aswath Damodaran)