Alpha Ideas

Some stuff I am reading today morning:

Subhash Chandra’s 22,000 Cr settlement (BW)

S&P affirms India’s BBB rating (DH)

16 years of Zerodha (Zerodha)

The Peptide Supercycle (SOIC)

Stock Talk: South West Pinnacle (Katalyst)

Presentation: Indian Shipbuilding (Intelsense)

World is in perma-crisis (Bloomberg)

How did US debt get so big? (Paul Krugman)

Li Lu’s latest portfolio (AM)

Author of Rich Dad, Poor Dad goes bust (Vanity Fair)

Some stuff I am reading today morning:

HDFC Bank gets sued in US (NDTV)

Meta settles social media addiction case (CNBC)

No justice in India (Vijay Mallya)

GoI may cut silver, gold duties (MC)

Jayendra Patel, founder of Arman Financial passes away (Arman)

Thread: Pernia’s Pop Up (KK)

Company: OneSource Speciality Pharma (BI)

SME: Vivid Electromech Ltd (Intelsense)

FPI pessimism is no cause for alarm (ML)

Latest empty threat against Iran (Atlantic)