Alpha Ideas

Some stuff I am reading today morning:

SIPs hit record highs in September (FE)

Retail inflation hits 21-month high (BT)

SEBI notifies new PMS regulations (MC)

Sunil Bharti Mittal conferred France’s highest civilian award (HT)

TVS Family Feud (Fortune)

Company: Shyam Steel Industries Ltd (BI)

Inside the secret Russia-Iran pipeline (OP)

From Speculation to Investment (Microcap Club)

Irresistible Siren Song of Recent Returns (2Point2 Capital)

Tail Risk Protection (Alpha Architect)

Some stuff I am reading today morning:

Saudi airports under attack (CNN)

The IPO boom (BI)

Pantomath: Banker, Buyer and Seller (BW)

Flipkart ESOP tussle (MC)

India’s Space Startups (BT)

3 Gold Jewellery stocks (FE)

Stock Talk: Tega Industries (SOIC)

Notes from Bharat Connect Conference (Zen Nivesh)

China is importing record amounts of gold (CNBC)

Charlie Munger’s interview with Todd Combs (FS)