Alpha Ideas

Some stuff I am reading today morning:

Hyundai to invest 20,000 Cr in Tamil Nadu (Rediff)

Google Bard launches in India (Fortune)

ED raids can hit Manappuram Finance hard (FE)

Inside Vedanta’s semiconductor ambitions (Forbes)

Stock Analysis: Seshasayee Paper (Dr Vijay Malik)

Small Applications, Growing Protocols (Not Boring)

RIP Metaverse (Business Insider)

The great wealth illusion (Felder Report)

Why some investors can’t tell their best ideas from their worst (CM)

Video: In Conversation with Stanley Druckenmiller (Sohn Conference)

Some stuff I am reading today morning:

GAIL to build $4.89 Billion ethane cracker plant (BS)

Cisco to start manufacturing in India (BT)

Indianising MG Motor India (Fortune)

Startup: TagZ (Forbes)

How ONDC is cheaper than Zomato,Swiggy (MC)

Vicious Traps (Morgan Housel)

Revenge of the Turds (Verdad Cap)

Fed should move inflation target to 3% (Big Picture)

Deep Dive: Fairfax (Junto)

AI Art (A VC)

Some stuff I am reading today morning:

India’s K-shaped Growth (Money Life)

Stellar listing by Mankind Pharma (MC)

IPO Review: Nexus Select Trust (Arun Kejriwal)

Govt tells industry to get ready for EU Carbon Tax (FE)

Delhi HC dismisses Govt’s fraud claim against Reliance (Rediff)

Fed can still increase rates (CNBC)

Pakistan could default (Dawn)

Invesco slashes Swiggy’s valuation (Fortune)

Startup: Log9 (Forbes)

Should investors trust their gut? (BI)