02 July, 2024 – Alpha Ideas


Some stuff I am reading today morning:

Trading turnover climbs to new highs (BS)

SEBI asks Market Infra Participants to levy uniform charges (FE)

Our response to SEBI (Hindenburg)

Maharashtra’s 40,000 Cr Power Tender (BW)

Nuvama on MSCI August Review (MC)

The story of UltraTech (Money Life)

Factor Olympics H1 CY2024 (Finominal)

Top Takeaways from Oaktree Conference 2024 (Oaktree)

The compelling case for contrarianism (Felder Report)

The Four Barriers to AI Adoption (Tomasz Tunguz)



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