Alpha Ideas

Some stuff I am reading today morning :

Cyrus Mistry wins big at NCLAT (ET)

Full Text of Mistry Vs Tata Sons NCLAT Order (BS)

President Trump impeached by US House (CNBC)

Consensus at GST Council collapses (Mint)

Life Insurers bat for 100% FDI (Rediff)

Presentations: Common Mistakes & Uncommon Losses (Niteen S Dharmawat)

Stock Analysis: Escorts Ltd (Vijay Malik)

Lectures by Ben Graham : Sept 1946-Feb 1947 (Columbia)

Video: Interview with Stanley Druckenmiller (Bloomberg)

5 Rules to follow when lending money to family & friends (Tinesh Bhasin)

Some stuff I am reading today morning:

IMF may significantly downgrade India in Jan ( Gita Gopinath)

Only the fittest lenders will survive ( Uday Kotak)

JSPL hopes to become debt free in 4 years ( Naveen Jindal)

Sector Focus : Micro Finance ( SIDBI)

SBI ETF Nifty 50 Vs UTI Nifty Index Fund ( FreeFincal)

Buffett on Diversification in his 1966 Letter ( Deepak Venkatesh)

Letter to a young investor (Contrarian Edge)

We are short NMC Health Plc ( Muddy Waters)

How Mike Bloomberg made his Billions ( Vox )

The Global Economy’s luck may have run out ( Mohamed El Erian)