Alpha Ideas

Some stuff I am reading today morning:

N Chandra’s Exit (FE)

Tata Group firms erase 68,000 Cr in Market Cap (MC)

India’s retail inflation rises to 4.45% (DH)

Bank of America to pick 49.9% in Jio Credit (BS)

Sellside Research: Greenlam (ICICI)

Institutional Investors are selling US Tech stocks (KL)

Joshua Kushner & Thrive Capital (Colossus)

Let’s talk about cash (Big Picture)

Why the brain struggles with compounding (Jago Investor)

Obituary: Zhu Rongji (Carlos)

Some stuff I am reading today morning:

Trump’s tactics to avoid getting assassinated (CNN)

Iran’s war fighting skills have evolved (NY Times)

India’s middle class can’t afford homes (MC)

Air India pilot was on drugs (BS)

Food packet ke andar kya hai? (ML)

Patels are America’s Motel Kings (FE)

Sodium-Ion batteries gain ground (OP)

How to look at real estate cash flows (RKV)

The AI boom isn’t an investment boom (EPB)

The collateral damage from investing conviction (Aswath Damodaran)