Alpha Ideas

Some stuff I am reading today morning:

Gold struggles, Bitcoin plunges (Yahoo)

RBI’s gold reserves cross 880 Metric tonnes (Rediff)

P-notes set for quiet burial (FE)

Evolution of a Value Investor (Anshul Saigal)

US National debt accelerates to $38 Trillion (Fortune)

US sanctions Russia’s largest oil cos (MC)

Deindustrializing Germany (Navroop Singh)

Climbing the right ladder (Meaningful Money)

All money, no satisfaction (Nick Maggiulli)

Q3 2025 Letter to Investors (Greenlight Capital)

Some stuff I am reading today morning:

Record breaking Diwali sales touch 6.05 Lakh Crores (MC)

Gold prices see biggest drop in 4 years (FE)

Board Room Battle at Tata Trusts (FE)

L&T charts ambitious growth plans (Fortune)

Company: BMWIL (BI)

We may have seen this movie before (Bill Miller)

When should you sell a stock? (CS)

How to sell a Winner (Blair Duquesnay)

The thing about Conviction (Contessa Capital)

Opposing ideas (Verdad)