18 August, 2025 – Alpha Ideas

Date:


Some stuff I am reading today morning:

PM Modi Independence Day Speech (MSN)

Next Gen GST aims to boost economy (Rediff)

US Delegation’s India visit called off (CNBC)

Can India survive the Trade War? (The Diplomat)

Company: Data Patterns (FE)

Sector: PET Recycling (BI)

Stock Talk: CL Educate (Bhavik Mehta)

Fees predict Performance (Basis Pointing)

Don’t chase financial freedom with misery (Jago Investor)

The Calculus of Value (Howard Marks)



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