Alpha Ideas

Some stuff I am reading today morning:

Rajiv Jain-led GQG’s $10 Billion India bet (BS)

Adani Group EBITDA crosses 43,000 Cr (BT)

Wipro’s senior leadership crisis deepens (Fortune)

Blu Smart optimistic of scaling up EV fleet (FE)

2023 was a good year for most asset classes (Capital Spectator)

Stock Talk: Cubex Tubings Ltd (Weekly Watch)

Startup: Biryani By Kilo (Forbes)

Interview with Howard Marks (Oaktree)

Key Person(s) Valuation (Aswath Damodaran)

China’s Xi goes full Stalin with purge (Politico)

Some stuff I am reading today morning:

All eyes on the Fed this week (The Street)

RBI Governor Das at MPC Press Conference (RBI)

India to overtake Hong Kong in market cap (MC)

Distributors flock to Mutual Funds (Rediff)

Case Study: IRFC (Fundoo Professor)

Sector Watch: Cement (FE)

Startup: Atomberg (Forbes)

Company: Funskool (BI)

Successful investing is hard (Common Sense)

Remembering my teacher Charlie Munger (Li Lu)