Alpha Ideas

Some stuff I am reading today morning:

Adani likely to settle with US regulators (BW)

Korea stock market is up 75% this year (Bloomberg)

Samsung hits $ 1 Trillion valuation (Yahoo)

Biggest Indian IPOs of 2026 (FE)

Weakening of INR (Nooresh Merani)

Deep Dive: India Solar Manufacturing (Value Quest)

Company: Orbbec (Forbes)

Don’t predict, prepare (Howard Marks)

How do you retire at 55? (Common Sense)

Obituary: Ted Turner (CNN)