Alpha Ideas

Some stuff I am reading today morning:

Reliance Retail aims at 2025 IPO (Rediff)

How Adani short sellers targetted Indian markets again (BW)

India-UK FTA talks near closure (BS)

Market Bipolarity: Exuberance Vs Exhaustion (Aswath Damodaran)

Why people pick stocks (Investment Talk)

Tail between the legs (Klementon)

On Economic Moats (Flyover Stocks)

Crypto: Magic Internet Money (Young Money)

The thin line between bold and reckless (Morgan Housel)

10 Quotes that shaped my investment philosophy (Big Picture)

Some stuff I am reading today morning:

Cabinet hikes LPG subsidy (BS)

Higher US rates continue to weigh on Indian markets (FE)

EM bond yields are sending a worrying signal (Bloomberg)

Higher oil prices threaten profit margins (Rediff)

Company: MediaTek (Forbes)

Polygon in trouble (Decrypt)

Himalaya Wellness Vs The Liver Doc (Money Life)

Higher for Longer Vs Stock Market (Common Sense)

The sustainable secret of the Battery world (Collab Fund)

Investing in an age of disruption (Tsai Capital)