Alpha Ideas

Some stuff I am reading today morning:

Kotak beats SBI to become India’s 2nd most valuable bank (Mint)

Why is the monsoon so important (BS)

Sholay,Satyam and Fortis Healthcare (IIAS Advisory)

Interview with Soumya Malani (Morningstar)

Stock Talk: Netflix (Aswath Damodaran)

What’s behind India’s widening trade deficit? (Quint)

How to think about unsustainable returns (Pension Partners)

Some things I’m pretty sure about (Morgan Housel)

On Unit Economics (Sam Altman)

Startup Investing: On Time and Money (A VC)

Some stuff I am reading today morning:

Putin warns of ‘chaos’ (CNBC)

Brace for costliest Akshaya Tritiya ever (ET)

Infosys’ whistle blower is back (BS)

The relentless pursuit of Fortis Hospitals (Mint)

How Govt’s riders are keeping Air India’s bidders away (FE)

I-T probe into Deepak Kochhar’s firm indicates round tripping (Rediff)

Some common misconceptions of momentum strategies (Dual Momentum)

Life is uncertain- plan accordingly (Subramoney)

The new name plates at India’s toniest localities (Forbes)

Tariff wars: China is no Japan (SCMP)