Alpha Ideas

Some stuff I am reading today morning:

10 key takeaways from Biden-Modi meet (MC)

Why GE’s deal with HAL is a game changer (Forbes)

Byju’s auditor Deloitte quits (Fortune)

Infosys to make 6x on ideaForge listing (BT)

Bribes for jobs scam uncovered in TCS (BS)

Stock Analysis: Rushil Decor (Dr Vijay Malik)

Interview with George Magnus (The Market)

US allocators grapple with the risks of investing in China (II)

Seed stage funding trends 2023 (Crunchbase)

Top Takeaways from Oaktree’s Quarterly Letters (Howard Marks)

Some stuff I am reading today morning:

TCS bags $ 1Billion deal (MC)

Powell expects more Fed rate hikes (CNBC)

Why Indian startups are coming undone (Forbes)

How to put Indian agriculture back on growth path (Fortune)

What role should cash play in your portfolio (Morningstar)

Indexing is well understood (Big Picture)

The changing face of American Capitalism (Jeremy Grantham)

Stock Talk: Coinbase (Yet Another Value)

Why you believe the things you do (Morgan Housel)

Project Management (Seth Godin)

Some stuff I am reading today morning:

Paytm leads $6 Billion Startup Rally (MC)

India clears Micron’s semiconductor plans (BT)

What to expect from Modi’s US visit (CNBC)

Is Modi India’s most effective post Independence leader? (GQG Partners)

Cement stocks under pressure (Fortune)

Piramals to exit Shriram Finance (FE)

Startup: Ayurveda Experience (Forbes)

Saudis Vs Oil Speculators (The Market)

Attributes of a great business (Base Hit Investing)

Hallucinations as a feature (USV)