Alpha Ideas

Some stuff I am reading today morning:

Action packed IPO season in May (MC)

China is now India’s largest trading partner (BT)

India will become 4th largest economy by 2025 (Rediff)

NSE shares soar in the unlisted market (BS)

Lavasa’s fate hangs in balance (Money Life)

New-age investors bet on fractional ownership (DH)

Startup: 93 Degrees (Forbes)

US EV startups scramble to shore up cash (CNBC)

Rally getting started in Gold miners (Baker Steel)

Blackstone’s best investment ever (Katusa Research)

Some stuff I am reading today morning:

SBI posts record profits (DH)

Monthly SIP inflows cross 20,000 Cr (BS)

Q4 FY24 Results Notes: CDSL (Ashok Damani)

Conference Call Notes: Tarachand Infra (Swapnil Kabra)

Silver: When will it shine? (Green Edge)

Is the Crypto rebound over? (Bloomberg)

How would I invest today for 50% returns (Buffett)

Good company, Bad stock (Best Interest)

The Impact of Debt (Howard Marks)

Control Yourself (Microcap Club)