Alpha Ideas

Some stuff I am reading today morning:

MFs step up buying as FPI flows reduce (Rediff)

Markets have already made their highs for the year (Doug Kass)

China’s economic model is “washed up on the beach” (CNBC)

Interview with Kris Gopalakrishnan (BW)

A sting operation on Fin Fluencers (Money Life)

Demerger: ITC Hotels (Fortune)

Stock Talk: Trent (Proinvest Nirmiti)

Company: Bharat Forge (MC)

Startup: Ustraa (Forbes)

Equity Investing demands a decadal perspective (Morningstar)

Some stuff I am reading today morning:

Cabinet approves 57,613 Cr PM e-bus Seva Scheme (Fortune)

Startup ESOP cashouts hit $1.5 Billion in 3 years (MC)

OFS in IRFC (BS)

Boeing begins production of Apache helicopters for India (BW)

Rice Prices: Out of Control (BI)

Company: Freshworks (Forbes)

Sukanya Samriddhi may not be enough (Stable Investor)

Holder or Investor? (Humble $)

Cigar Butt Investing (Onveston)

What if Generative AI turned out to be a dud? (Gary Marcus)