Alpha Ideas

Some stuff I am reading today morning:

Indian markets make all time highs ( BW )

India’s push for pumped storage hydro projects ( Fortune )

Have the FIIs lost their way? ( Money Life )

On grey market premiums in IPO ( HT )

Political controversy over Supreme Infra ( Fortune )

Launch of Capital Mind Mutual Fund ( MC )

Epic takedown of Todd Combs ( CDM Capital )

The 100 bagger Portfolio return ( Gnostic Capital)

Contrarians Everywhere, Contrarians Nowhere (RoR )

Short term investing is a long shot ( BI )

Some stuff I am reading today morning:

Govt plans 9.15 Lakh Crore investments in power transmission (FE )

Waaree Energies receives SEBI nod for IPO (BT)

SBI invests in its defaulter Supreme Infra (Money Life)

Succession at Federal Bank (Forbes)

US proposes banning Chinese vehicles (CNBC)

Reliance Power to raise 1,525 Cr (MC)

The Great Rotation (Verdad)

The key to long term value investing (Bill Nygren)

Interview with Victor Khosla (Big Picture)

Your way is the only way (Morgan Housel)

Some stuff I am reading today morning:

MF Industry is sitting on a cash pile of 2.45 Lakh Crore (Cafe Mutual)

FPIs pump 33,700 Cr in Indian Equities in Sept 2024 (BS)

India’s Green Transition gains momentum (Oil Price)

BookMyShow crashes as Cold Play fans try to get tickets (MC)

Company: SpiceJet (BW)

Stock Analysis: Nibe Ltd (Dr Vijay Malik)

Stock Talk: P&G Hygiene (Rediff)

Fact Checking Central Banks (Aswath Damodaran)

Shall we repeal the laws of economics? (Oaktree)

Interview with First Eagle IA (Value Investor)