Alpha Ideas

Some stuff I am reading today morning:

Tatas to invest 42,500 Cr in UK (BS)

FMCG lines up 17,200 Cr in Capex (FE)

Late Filing Consequences (BW)

Being non-compliant with rules in India (Money Life)

Foreign investors are favouring India over China (Forbes)

You missed the rally (Douglas Boneparth)

Silicon Valley’s entire business model is a scam (BI)

Buffett’s bet on Old Energy (Kingswell)

Appropriate Tension (Seth Godin)

Rich and Anonymous (Morgan Housel)

Some stuff I am reading today morning:

Special pre-open session for Reliance Industries (MC)

Outward remittances surge to $2.9 Billion in May (Rediff)

Its raining orders for small electric bus manufacturers (FE)

Total Energies signs $27 Billion deal with Iraq (Oil Price)

Technical outlook on the markets (Nooresh Merani)

Mid-Year assessment for 2023 (Aswath Damodaran)

Market’s rise has nothing to do with earnings growth (Axios)

Why I am bearish over the remainder of 2023 (Real Money)

The market will regularly tell you’re an idiot (Seth Klarman)

Without the bad parts (Seth Godin)