Alpha Ideas

Some stuff I am reading today morning:

Make or Break Time for Nifty (Shalin Shah)

OFS in Adani Wilmar opens today (BT)

TCS starts Q3 earnings season with missed estimates (FE)

Govt to give 35,000 Cr LPG subsidy to OMCs (Rediff)

DAM Capital: 14 stocks that can double in next 3 years (RJ)

Q3 FY25 Letter to Investors (2Point2 Capital)

Q3 FY25 Letter to Investors (Solidarity)

Positioned for a historic crash (DR)

How Evergreen private fund structures work (CAIA)

Busyness & Leverage (Seth Godin)

Some stuff I am reading today morning:

Trump may declare National Economic Emergency ( CNN )

UBL stops supply to Telangana ( DH )

M&M opens EV battery facility ( Fortune )

Govt revises gold import data ( Rediff )

BP to help India boost oil production ( Oil Price )

FED will move slowly on rate cuts ( CNBC )

Thread : China interest rates are lower than Japan ( Kobeissi)

How front running distorts capital markets ( FE )

New guidelines for Research Analysts ( SEBI )

New guidelines for Investment Advisors ( SEBI )