Alpha Ideas

Some stuff I am reading today morning:

SEBI approves IPO of Kalyan Jewellers (FE)

Brookfield to invest $2 Billion in India’s biggest property deal (BS)

Blackstone bids to buy L&T MF (Mint)

Stock Talk: Rajratan Global (Ravi Sundaram)

A thread on porfolio construction (Value Pickr)

A few of my quirky investment opinions (French Munger)

Podcast: Investing with Richard Lawrence (Breaker)

Startup : ClearTax (Forbes)

The biggest Covid beneficiaries will be leading brick n mortar retailers (Gavin Baker)

Half of Indian population will have Corona virus by Feb 2021 (Reuters)

Some stuff I am reading today morning:

HDFC Bank’s Q2 results: Profit rises by 18% (BQ)

Kalrock to pilot Jet Airways takeoff (BS)

Rivalry heats up in online grocery market (Mint)

Stock Analysis: Supreme Industries Ltd (Dr Vijay Malik)

The story of Bombay Stock Exchange (Bizdom)

Active Mutual Funds struggle to beat Nifty 50 (Free Fincal)

Buy Now, Pay Later (Marc Rubinstein)

Millionaire (Indeedably)

Are you a toxic retirement saver? (Tony Isola)

The fight for ownership (Semil Shah)