Alpha Ideas

Some stuff I am reading today morning:

Sensex, Nifty hit fresh all time highs (Rediff)

Regulators warn of froth in SME market (BT)

54% of IPO shares alloted to investors sold within a week (SEBI)

ICICI Bank rubbishes allegations against SEBI Chief (BSE)

Zee’s Subhash Chandra accuses SEBI Chief of corruption (BS)

Company: Trident (Forbes)

The coming Battery Revolution ( Elpais )

US Battery storage is booming (Oil Price)

Timing the stock market using valuations (Common Sense)

Thread: 94 investing lessons from 94 year Buffett (DGI)

Some stuff that I am reading today morning:

1.75 Lakh Cr GST collections in Aug ( Rediff )

Indian markets may see volatility in Sept (BW )

Notes on the Indian market ( Market Sense )

Most Indians are one hospitalization away from bankruptcy ( HT )

Company : Quick Heal ( Forbes )

Company : Paramesu Biotech ( BI )

SIPs in debt mutual funds ( MC )

Lessons to become a better investor ( Pari Passu )

Building your moat against AI ( Aswath Damodaran )

Cumulative Vs Cyclical Knowledge ( Morgan Housel )