Alpha Ideas

Some stuff I am reading today morning:

Hyundai India to raise $3 Billion via IPO (NDTV Profit)

The Mega Infra Makeover (Fortune)

Interview with Christopher Wood (The Market)

China tightens trading restrictions for investors (MC)

Elon Musk & Passive Investing ( Silver Light Invest)

Using valuations to navigate the cycle (Top Down Charts)

Retail as a Service (Big Picture)

10 startups we have invested in (Generalist )

Nandan Nilekani’s philantrophic investments (Forbes)

On Spending Money (Morgan Housel)

Some stuff I am reading today morning:

Foreigners turn cautious on Indian Stocks (BS)

India’s road to $5 Trillion Economy (CNBC)

Patanjali offers 830 Cr for Rolta India (MSN)

Paytm Payments Bank Pinch (Forbes)

Adani Group to begin copper production (BT)

Worst not over for Bank stocks (Rediff)

Stock Talk: SBI (NDTV Profit)

Don’t say ‘Goldilocks’ (DJB)

Nothing is more bullish than All time Highs (Irrelevant Investor)

The art market’s unsavoury practices (Climateer)

Some stuff I am reading today morning:

On Interim Budget 2024 ( Fortune )

Interim Budget : Vision for 2047 ( HT )

Byju’s investors want to oust Founders ( FE )

Paytm has lost more than its Bank ( NDTV Profit )

Stock Talk : Adani Ports ( BT )

Gold demand hits record highs in 2023 ( CNBC )

Interview with Bill Nygren ( The Motley Fool )

4 steps to craft a hands off portfolio ( Morningstar )

AI may make markets less rational ( Climateer )

Wall Street’s Narrative Vs Reality ( DR )