Alpha Ideas

Links

Linkfest: 03 October, 2023

Some stuff I am reading today morning:

Vedanta: A decade of merger, demerger (Money Life)

Adani plans to build 10GW solar capacity (Rediff)

BSE’s dream run (BW)

What is hurting India’s exports (Fortune)

On fundraise by Bajaj Finance (Proinvest Nirmiti)

How to do business analysis of Stock Brokers (Dr Vijay Malik)

Latest Post Office Small Savings Rates (Basu Nivesh)

Interview with Mike Gitlin (The Market)

The curse of short termism (BI)

How to outperform (Common Sense)

Links

Some stuff I am reading today morning:

Death knell for India’s gaming sector (MC)

Final valuation rules on angel tax (BT)

Zerodha generates around 3,000 Cr in profits (FE)

Sector: PSU Banks (Green Edge)

Inside CarTrade’s classified act (Forbes)

Company: Neuberg Diagnostics (BI)

Ukraine is running out of soldiers (Climateer)

US Govt may shut down on Sept 30 (DR)

Guyana is the world’s fastest growing economy (CNBC)

The Written Word (Morgan Housel)