Alpha Ideas

Some stuff I am reading today morning:

All eyes on FED meeting (CNBC)

IMF raises India’s 2024 growth forecast to 6.7% (BT)

Tata Motors overtakes Maruti Suzuki’s market cap (Fortune)

Swiggy FY23 losses exceeds 4000 Cr (NDTV Profit)

Fidelity cuts Meesho valuation further (FE)

Why Lithium prices crashed by 80% (Oil Price)

On US response to American deaths in Middle East (Politico)

Jamie Dimon’s $4 Trillion machine (NY Mag)

A good idea, well executed (Seth Godin)

Research: Institutions are slow to sell (Alpha Architect)

Some stuff I am reading today morning:

On Budget 2024-25 (Forbes)

LIC’s proposed stake buyout in HDFC Bank (MC)

Stock Talk: Concor (Yatin Mota)

On India’s nuclear power plans (Power)

SIP is powering India’s Mutual Fund Industry (BS)

Byju’s rights issue at 99% lower valuations (FE)

1992- India’s original Fintech Moment (BW)

Interview with Bryan Whalen (The Market)

The bête noire of private equity (II)

One step closer to War (DR)

Some stuff I am reading today morning:

FPIs sell heavily in Jan ( BT )

Time to book profits in mid & smallcaps ( Rusmik Oza )

Fractional Ownership in Real Estate ( Bala )

India’s palm oil industry (Carbon Copy)

Company: Puravankara ( BI )

Parking Wars in India (NDTV Profit)

My Twelve Sell Rules (The Market)

Thread: How 2 brothers turned $1 Million to $800 Million (Joe P)

Collapse of the US rooftop solar industry (Time)

Fraud in Asian Stocks ( ACS )