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)
Source : Financial Times
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)
Here are the most clicked items on Alpha Ideas this week:
China’s Public Enemy # 1 (AI)
Cash is an active choice (AI)
Diageo is tightening its grip on India (BT)
Thread: Notes from TIA Summit (Abhishek Murarka)
The return and rise of Anil Ambani (BW)
Chart: Coffee Count (AI)
Can you have too much money? (Big Picture)
Company: Equitas Small Finance Bank (BI)
Tupperware to file for bankruptcy (DH)
A tale of two wills (BS)
