Alpha Ideas

Some stuff I am reading today morning:

Last Letter of Warren Buffett (BH)

Details of Adani Ent Rights issue (BSE)

ONGC eyes strong output growth (OP)

Stock Talk: ABB India (FE)

Market returns happen when you sleep (HT)

Hyperscalers are understating depreciation (Michael Burry)

Multiple ways to get 15% CAGR returns (Gorilla Game)

Set Return expectations right (Nooresh Merani)

2 Capabilities to excel at Finance (F&F)

The great Mumbai land grab (ML)

Some stuff I am reading today morning:

MF Equity assets cross 50L Crores (MC)

Lenskart GMP crashes 95% (FE)

Workmates’ growth playbook (BI)

India to emerge as largest Scotch market (Rediff)

Interview with Joerg Wuttke (The Market)

Crypt ain’t digital gold (VettaFi)

Frenzy in the US stock markets (Reuters)

Drowning in money (DR)

A look under the hood (Howard Marks)

Dilution: When price affects value (Risk Premium)