Alpha Ideas

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)

Some stuff I am reading today morning:

Diwali Muhurat Trading today (MC)

Maruti delivers 51,000 cars on Dhanteras (DH)

Gold & Silver outshine equity in Samvat 2081 (BS)

Bhavish Aggarwal booked in Ola suicide case (HT)

China’s battery giants flood overseas markets (OP)

Company: Pearl Global Industries (BI)

The story of Oracle (Quartr)

Viksit Bharat through ‘Useful Knowledge’ (ML)

Monroe Doctrine 2.0 (EndGame Macro)

Attention is a Luxury good (Seth Godin)