Alpha Ideas

Some stuff I am reading today morning:

India stares at fuel shortages (Rediff)

India’s Russian oil imports jumps 50 times (BT)

India at WTO ministerial meet (FE)

DHFL lenders await SC decision (BS)

What is hurting Nazara Tech? (MC)

Tata Technologies puts India in semiconductor spotlight (ZH)

Is Zoom undervalued? (Sid Choraria)

Investing in index funds for next 20-30 years (Free Fincal)

Russia will win the war (Daily Reckoning)

Conversation at Panmure House (Howard Marks)

Some stuff I am reading today morning:

Reliance seeks new technologies for green hydrogen (BS)

Apple’s India play (Forbes)

GST Council to consider sales tax on cryptocurrency (MC)

What makes Sridhar Vembu & Zoho tick? (Founding Fuel)

How to steal a Billion (Bala)

Buy & Hold should not be Buy & Forget (Morningstar)

Buying the Dip is not a strategy (Onveston)

Europe should prepare for complete Russian gas shutdown (Oil Price)

Crypto: USDC is gaining ground over Tether (Decrypt)

Sequoia is down bad (Newcomer)