Alpha Ideas

Some stuff I am reading today morning:

UAE’s shock OPEC exit (CNBC)

US is being humiliated by Iran (Guardian)

Aviation Sector faces fuel shock (BW)

The Oil Squeeze tightens (Paul Krugman)

RBI’s directives on bad loan recognition (BT)

Anil Ambani’s empire in tatters (ML)

Elon Musk Vs Sam Altman (WaPo)

How parents transfer generational wealth to their kids (NY Mag)

The 3 Questions in AI sales (Tomasz Tunguz)

Courage Vs Excuses (Seth Godin)

Some stuff I am reading today morning:

China blocks Meta’s acquisition of Manus (CNBC)

US-Iran both think time is on their side (Yahoo)

Bagmane group to launch REIT IPO (MC)

NSE’s 13 Cr milestone (BT)

Stock Talk: Car Trade (FE)

Company: Southwest Pinnacle Exploration (Zen Nivesh)

A SpaceX IPO odyssey (Aswath Damodaran)

Lessons from Covid Crash (DR)

Are you an analyst or investor? (Microcap Club)

Bad Money (Seth Godin)