Alpha Ideas

Some stuff I am reading today morning:

Subhash Chandra’s 22,000 Cr settlement (BW)

S&P affirms India’s BBB rating (DH)

16 years of Zerodha (Zerodha)

The Peptide Supercycle (SOIC)

Stock Talk: South West Pinnacle (Katalyst)

Presentation: Indian Shipbuilding (Intelsense)

World is in perma-crisis (Bloomberg)

How did US debt get so big? (Paul Krugman)

Li Lu’s latest portfolio (AM)

Author of Rich Dad, Poor Dad goes bust (Vanity Fair)