Alpha Ideas

Some stuff I am reading today morning:

RBI realizes it’s bigger than it’s policy rate committee ( Mint )

Did foreign stock pickers read the Budget better ( ET )

SEBI issues guidelines for AIF benchmarking ( BS)

Emami sells cement business to Nirma Group ( Mint)

10 Bluechips with zero returns in a decade (Nooresh)

How Croma perfected its pitch (OB)

The Case against REITs (Alpha Architect)

Why have spinoffs underperformed in the last decade (AM)

Why value investors shouldn’t expect a massive comeback ( Institutional Investor )

Introducing Rolling Venture Funds (Angel List)

Some stuff I am reading today morning:

Is the true stats of Coranavirus deaths much higher? (Taiwan News)

India Inc in a cold sweat over Coronavirus (ET)

DMart launches mega QIP (MC)

Can IRCTC stock hold the steam? (BL)

Modi sets $5 Billion target for Defence Exports (Mint)

On the Vivad Se Vishwas scheme (BS)

Why 80C is important for a country like India (MF Guy)

A monster mean reversion-Energy Vs Tech (TRB)

Asimov’s laws of investing (Anand Sridharan)

Why is shorting stocks so difficult? (PragCap)