Some stuff I am reading today morning:
SEBI uncovers 2,000 Cr accounting issue at Zee (NDTV Profit)
India seeks $26 Billion in private nuclear power investments (HT)
Middle East Escalation fears spike (CNBC)
Has the NASDAQ topped out? (Josh Brown)
Interview with Jim Bianco (The Market)
Cathie Wood’s $14.3 Billion Implosion (QTR)
What’s driving stock market returns (Common Sense)
The Herschel Walker syndrome (Mutiny Funds)
Base Rate Investing (Onveston)
On Catastropic Risk (Aswath Damodaran)
Some stuff I am reading today morning:
Block deal of Whirlpool of India today (BT)
Investors are turning wary of crowded India trade (NDTV Profit)
Retail investors lost out on Axis Bank-Max Financial deal (BW)
The humble repo turns 25 (FE)
Where are the booming MSMEs ? (Money Life)
Notes from Tamilnadu Investors Association Ideas Summit (Akshat Jain)
Buffet’s bet on Japanese stocks has given infinite returns (Pabrai)
On the persistence of growth and value stocks (AA)
Fundamental Vs Derivative (Turtles)
Saying enough to stuff (AR)
Here are the most clicked items on Alpha Ideas this week:
Inox India: Good Multiple (AI)
Gokex: 6 Rules of Acquisition (AI)
Syrma: Trade Secret (AI)
NBFC lenders to Paytm in trouble (BS)
Hong Kong is over (FT)
ITD: See the Silence (AI)
Arman: Changing Culture (AI)
Chemicals: Chinese Dumpsum (AI)
Snapshot: Indian Aluminium (AI)
VBL: Debt Peak (AI)
