Alpha Ideas

Some stuff I am reading today morning:

IMF lowers India’s growth projections (Rediff)

NSE launches InvITs & REITs index (Fortune)

NSE’s IPO plan faces SEBI hurdle (BT)

Papa John Vs Dominos (Forbes)

Startup: Biocube (BI)

You need Bulls in Bull Markets (All Star Charts)

Interview with Aswath Damodaran (Big Picture)

Take ‘potential winners’ with a grain of salt (Fisher Investments)

What we learnt in Jan-Mar 2023 (Octahedron Capital)

What makes you happy (Morgan Housel)

Some stuff I am reading today morning:

Indian sugar prices climb (BS)

CNG vehicles sales are up 82% in 5 years (Rediff)

Amul Vs Nandini (BT)

Titagarh Wagons rolls along (BI)

What I learned about investing from Darwin (Ceo Biz)

Thread: My view on Hotel stocks (Aniket Krishna)

The dangerous assumption in today’s PE ratios (TFR)

Leading from the heart (A VC)

Q4 FY23 Letter to Investors (2Point2 Capital)

2022 Letter to Investors (Chamath Palihapitiya)