Alpha Ideas

Some stuff I am reading today morning:

GST Council imposes 28% GST tax on gaming (BW)

Impact of monsoon fury in North India (BS)

Cos that have shown consistent profit growth (Morningstar)

What went wrong at PharmEasy (Forbes)

Ride hailing startup Blu Smart takes on Uber (FT)

Thread:Bull Market still has legs (Ravi Jain)

Can Quick Commerce ever make profits (Fortune)

Trading the Night Effect (Two Quants)

Q1FY24 Letter to Investors (Solidarity)

2023 Semi-Annual Letter to Investors (Fundsmith)

Some stuff I am reading today morning:

Foxconn pulls out of Vedanta JV (Forbes)

Lenders tell SC to wind up Jet Airways ( BS )

Indian co linked to Russian Oil disappears ( Oil Price )

Company: Anupam Rasayan ( BI )

The Credila success story ( Rediff )

Size does matter (2Point2 Capital)

5 Revealing Pictures ( Sapient Capital )

Beware the BBQ pitch ( Katusa )

Never be in a hurry to sell ( Tom Gayner )

Memo : Taking the temperature ( Howard Marks )