Alpha Ideas

Some stuff I am reading today morning:

A disruptive “Patanjali Moment” awaits Indian Pharma (MC)

Accounts frozen, 2L Companies get shell shocked (ET)

IPO Analysis: Bharat Road Network (Mint)

ICICI Lombard gets SEBI approval for IPO (BL)

5 Micro Cap Stocks with Multi-Bagger Potential (Mudar Patherya)

Tiny changes can have big implications (Prof Sanjay Bakshi)

When the hedge is worse than the thing being hedged (TRB)

What I learned in the last year (Morgan Housel)

Averaging Down (Market Fox)

Hong Kong: 1300 Buyers fight over 4 Flats (SCMP)

Some stuff I am reading today morning:

Urjit Patel: A RBI Governor who acts (Tamal)

IPO Review: Dixon Technologies (SP Tulsian)

IPO Review: Matrimony.com (My Investment Ideas)

Profile: MTR Foods (OB)

Personal Finance Checklist for those crossing 40 (Uma Shashikant)

Are taxis the new banks? (Quint)

The logic of risk taking (Nassim Taleb)

More catastrophic than Lehman (DR)

Prof Galloway’s 10 Rules for your career (Barry)

North Korea’s nuclear site could implode (SCMP)