Alpha Ideas

Some stuff I am reading today morning:

DHFL Crisis deepens (Mint)

Care Ratings downgrades Eros International to default (ET)

Dighi Ports Promoter has been declared as ‘wilful defaulter’ (FE)

Sorry story of debt ridden companies (BL)

Monsoon rains to arrive on June 8 (MC)

Nitin Gadkari’s ambitious 5 year roadmap (BT)

Stock Talk: Radico Khaitan (Big Investor)

Is this a good time to buy Page Industries? (OB)

Value Investing is the marriage of a contrarian steak & a calculator (Seth Klarman)

Financial advice for my new daughter (Morgan Housel)

Some stuff I am reading today morning:

DHFL on the ropes (Hindu)

MTNL no longer a going concern (FE)

Air India deal to be sweetened further (Mint)

GST on the highway (BL)

Why infra cos in Andhra are staring at a bleak future (Rediff)

Betting on India’s unloved consumer stocks (BS)

Stock Talk: TCI Express (MC)

Interview with Atul Suri (ET)

Why I don’t wake up to the news (TRB)

Stanley Druckenmiller dumps all his stocks (Zero Hedge)