Alpha Ideas

Some stuff I am reading today morning:

Petrol, Diesel prices cut by Rs. 2 across India (FE)

Electoral Bond Data: Top Donors (NDTV Profit)

Paytm to become third party UPI app (HT)

Fake financial gurus and risky bets (Money Life)

Markets still expect FED rate cut in June (Capital Spectator)

How to know when the FED will cut (Big Picture)

Pricing Vs True Value (Aswath Damodaran)

Interview with Ben Sun, Seed Investor (Generalist)

Battery recycling firm Lohum hits $500 M in valuations (ET)

12 years of early retirement (RetireBy40)

Some stuff I am reading today morning:

Mid and small-caps wilt under regulatory heat (FE)

Worst day in 2 years for Indian markets (BT)

Are electoral bonds making the markets jittery? (Fortune)

Gautam Adani on Hindenburg attack (BW)

SEBI to erect ‘building blocks’ for finfluencers (Rediff)

RBI tells 2 Banks to stop issuing co-branded credit cards (BS)

EV euphoria is dead (CNBC)

What’s behind the Bitcoin price surge? (Wired)

Financial Nihilism (Epsilon Theory)

Curation (Seth Godin)