Alpha Ideas

Some stuff I am reading today morning:

Russia, Ukraine agree to partial truce (CNBC)

India open to cutting tariffs on more than half of US imports (Reuters)

Overseas investors drawn to Indian assets (DH)

Samsung India hit with $601 million tax demand (Fortune)

India records 307 drug pricing violations (BT)

Govt discontinues Gold Monetisation Scheme ( Rediff)

Stifling of Buybacks (Money Life)

Thread: Solar Vs Wind (Zerodha)

Why Trend Following is hard (Of $ and Data)

The Makings of a Multi Bagger (Alta Fox Capital)

Some stuff I am reading today morning:

Nifty, Sensex erase YTD loss (BW)

Imposing Tariffs on countries importing Venezuelan oil ( WH )

Press Release of latest SEBI Board Meeting (SEBI)

How Kumar Mangalam Birla is expanding his empire (BT)

The curious case of India Volatility Index (Forbes)

Nobody knows beyond a point (Nooresh Merani)

How are inherited Mutual Funds taxed? (Fortune)

Never sell a great business (Mohnish Pabrai)

Webinar in the age of AI (Tomasz Tunguz)

Waves & Tides (Seth Godin)