Some stuff I am reading today morning:
Oil glut is coming (CNN)
NSE’s IPO in September 2026 (Fortune)
Vedanta’s next growth chapter (BT)
Commodity: Wheat (DR)
Invisible Companies (Colossus)
Stock Market concentration & Fund Portfolios (Klementon)
Reducing risk while selling options (AM)
The hard truth about Stop Losses (Henrique)
Do Economic Moats beat the Market? (WM)
The Age of the Trillionaire (Atlantic)
Source:Wall Street Journal
Hat Tip: SVH
Source: Exchange Filings of Ravindra Energy Ltd
Acquisition of 0.04% stake of Energy in Motion for 150 Cr values the company at 375,000 Cr which is more than the market caps of Tata Motors and Ashok Leyland combined !!
Some stuff I am reading today morning:
TCS stock price at 6-year lows (FE)
Stock Talk: Azad Engineering (Truth Capital)
Special Situation: Vedanta Oil & Gas (91 Capital)
Deep Dive: Unicommerce eSolutions (Zen Nivesh)
Record volumes in Prediction Markets (CNBC)
155mm Artillery Shells are reshaping warfare (PN)
Russia scrambles for Asian Jet Fuel (OP)
Popularity of Perpertual Futures (John Lothian)
Concentrate or Diversify? (Prabhakar Kudva)
Mr. Market visits Art Basel (Humble $)
Here are the most clicked items on Alpha Ideas this week:
VOGL: Well Oiled (AI)
Don’t sell your compounders early (Kuntal Shah)
Kusumgar: Cheap Core (AI)
Following the leverage in the market (Nooresh Merani)
Thangamayil: Yes Prime Minister (AI)
Fundoo Professor Bakshi gets defrauded (ML)
President Trump’s 2025 Income (AI)
Investing is a solo sport (91 Capital)
Investing is a regret business (Kiran D)
Life’s Swiss Army Knife (AI)