Alpha Ideas

Some stuff I am reading today morning:

Why the bond market matters more than stock market (ET)

UPI 2.0 will disrupt payments (Mint)

How tower companies are getting affected by Reliance Jio (FE)

The world’s best IPO has gained 6000% (Bloomberg)

India’s House of Debt (Quint)

View on Finance & Banking Sector Stocks (Bala)

Rising sea levels & a margin of safety (Tadas)

Now is for later (Seth Godin)

Google and the Limits of Strategy (Stratechery)

Barclays warns the party is over (Zero Hedge)

Wishing readers a Happy Dussehra

Some stuff I am reading today morning:

4 years under Cyrus Mistry (ET)

PE investors rush into craft beers (Mint)

SEBI provides relief for companies on non-operational exchanges (BL)

How I missed a 10-bagger and am proud of it (Safal Niveshak)

Oil at 60$ not ‘unthinkable’ (Quint)

The consequences of risk taking (CS)

So many hedge funds,so little alpha (Barry)

Deutsche Bank:A Greek Tragedy (Aswath Damodaran)

Embrace your debt to boost your motivation (FS)

Why Value Investing got crushed in the Internet Bubble (AA)