Alpha Ideas

Some stuff I am reading today morning:

SEBI’s upstreaming diktat may raise risks (FE)

F&O trading volumes are not disproportionate (Nithin Kamath)

Vedanta in trouble (Bloomberg)

Sector: Microfinance (Green Edge)

Technical View: Gas Stocks (Nooresh Merani)

How the dumbest deal in history paid off for Occidental (FT)

The race to dominate Green Hydrogen industry (Oil Price)

The VC’s Customer (A VC)

Would you trade places with Warren Buffett? (Owen Stoneking)

Obituary: Ashwani Gujral (Anuj Singhal)

Some stuff I am reading today morning:

Sell Off spree continues in FPIs (BS)

Adani Stocks lose 12 Lakh Crore in market cap in a month (Rediff)

Thread: World War 3 may have started (Dr Mahathir Mohamad)

Thread: We can have lost decade for US Equities (Otavio Costa)

How to look at ROE (David Einhorn)

2023 Letter to Investors (Berkshire Hathaway)

Weaponizing Global Depression (Daily Reckoning)

The Earnings Test (Prof Aswath Damodaran)

Wonderful Companies at Wonderful Prices (Polen Capital)

How did China dominate the EV market? (MIT Tech Review)