Alpha Ideas

Fire those Mutual Fund Managers

Excerpts

Excerpts

Links

Some stuff I am reading today morning:

How DHFL, Rel Capital gamed the system (Money Life)

NBFC crisis hits real estate (ET)

Revival of the IPO Market (Mint)

Blackstone in India (Forbes)

How NMDC is taking its business to the next level (FE)

Stock Analysis: Associated Alcohols & Breweries (Dr Vijay Malik)

Trader Profile: Sovit Manjani (MC)

Index Funds Vs Active Funds India Report (Free Fincal)

Low (No ) Barriers to Entry (A VC)

Poverty in America (Zero Hedge)

Links

Some off beat reads for the weekend:

The new Mr. Tough (India Today)

Return to Kashmir (Rahul Pandita)

The Battle for Bengal (Great Bong)

El Chapo- The last of the Cartel Kingpins (Guardian)

The Price of Oil (Texas Monthly)

How Britain lost the plot on Brexit (Tina Brown)

How many bones you would break to get laid? (The Cut)

Weird new scam in Bangalore (Team BHP)

One plain dosa please (J Mathrubootham)

How Begum Samru became the only Catholic ruler in India (MC)

A Bijapur Sultan and Tantric Deities (Manu Pillai)

Odisha’s Sambalpur (LHI)

Godse Worship goes Mainstream (Ramachandra Guha)

Narrating history through cricket (Salil Tripathi)

Across the world, parents are raising Rahul Gandhis (Manu Joseph)