Alpha Ideas

Some stuff I am reading today morning:

India grounds Boeing 737 MAX jets (ET)

L&T prepares for hostile takeover of Mindtree (Mint)

Court gives no relief to Kotak Bank (FE)

Satta Market bets on NDA return in 2019 (BS)

BOI raises 660 Cr by selling shares to employees (BL)

Brexit Deal rejected again (CNBC)

GIFT City’s future hangs in balance (TOI)

The paradox that is Indian Aviation (Forbes)

Capturing Crisis Alpha (AM)

12 Principles of Portfolio Management (Humble $)

Some stuff I am reading today morning:

OFS in HDFC Life (BS)

IPO Review: MSTC (S&B)

What went wrong with Arvind Fashions’ listing price? (ET)

Ruia’s desperate bid to stop Arcelor Mittal (Mint)

Returns are never linear in the Market (Dr C K Narayan)

On Retirement Planning (Bala)

On using the Securities Lending & Borrowing Platform (Ventura)

A Simple Trend Model for Equities (Market Fox)

What happens after you win? (Irrelevant Investor)

The Bull Market’s greatest feat? Sowing Doubt (NY Times)