Alpha Ideas

Some stuff I am reading today morning:

UPSC cancels lateral entry recruitments ( BS )

NIM of Banks fall ( DH )

Interview with Ruchir Sharma ( MC )

Defence startup funding hits new records ( Crunchbase )

Sector Watch : Hotels ( FE )

Company : Bata India ( Forbes)

Deep Dive : Domino’s Pizza Group ( Long View )

No correction without falling stock prices ( ASC )

Long win streaks happen in bull markets ( Carson )

Stop paying attention ( BI )

Some stuff I am reading today morning:

India focussed offshore funds received record inflows ( DH )

P2P lenders stare at muted growth ( FE )

DoT’s demand on Chinese tech worry telcos ( MC )

Interview with Shridatta Bhandwaldar ( Rediff )

Company : Bajaj Electricals ( Forbes )

Google’s summer of reckoning ( BW )

Oil & Gas Industry is enjoying record profits ( Oil Price)

The Companies building Data Centers ( Katusa )

Investments – Getting organised ( Bala )

What it takes to raise a Series B ( Iconiq )

Some stuff I am reading today morning:

Record SIP outflows in July 2024 (Rediff)

Riding the IPO wave (BW)

Pune’s Burger King fends off global giant (BT)

CBDT issues action plan to IT Dept (DH)

Thread: Ola Electric (The Kaipullai)

Curious Case of Suzlon Energy (Tankrich)

Don’t be a buyer in Nvidia’s bear market (Yahoo)

The 3 Lithium Lies (Katusa)

What do VC returns actually look like? (Hunter Walk)

The Process is the Reward (Kingswell)