Alpha Ideas

Some stuff I am reading today morning:

Presentation on Corporate Fraud (Hemant Amin)

Infosys: After the miracle (California Sunday)

How Indian IT cos are trying to survive (ET)

Will Mukesh Ambani take his consumer businesses public? (Quint)

Fingerlix: Finger on the Pulse (Forbes)

Secret Diary of Kiran Mazumdar (OB)

When Domino’s Founder met McDonald’s Founder (IF)

Is Value Investing for Losers? (Acquirers Multiple)

Taking a leap of faith (Financial Samurai)

A dozen business lessons from Oprah Winfrey (25IQ)

Some stuff I am reading today morning:

Key takeaways from RBI’s rate hike (ET)

India as fastest growing economy for next 3 years (Mint)

How Natco defied the odds (MC)

Jyothy Labs: Bigger, Better, Brighter (OB)

Capitulation of the small cap investor (Shagun Jain)

Vedanta’s exit plan for Electrosteel shareholders (Yatin Mota)

How Milk Mantra became the taste of Odisha (Forbes)

All stock investors are speculators (Philip Carret)

User and Subscriber business  (Aswath Damodaran)

Useful Hacks (Morgan Housel)