Alpha Ideas

Some stuff I am reading today morning:

N Chandra’s plans for the Tata Group (ET)

Decks cleared for ICICI Lombard IPO (BL)

Snapdeal rejects Flipkart’s offer (Mint)

Supreme Court may allow bypassing of its highway liquor ban (FE)

Essar Steel moves court against RBI (BS)

Synthite Industries: India’s taste maker (OB)

This is how you spot a terrible IPO (DR)

Goldman Sachs already profiting from Venezeula’s pain (DB)

On minding your own business (Seth Godin)

Research: Best strategies for the worst crises (SSRN)

Some stuff I am reading today morning:

Interview with Rakesh Jhunjhunwala (ET)

Mutual Funds aim at 5 fold increase in assets by 2025 (BS)

The changing face of life insurance in India (Mint)

GST is not the last of Modi’s reforms (Bloomberg)

Stock Talk: Aditya Birla Financial Services Ltd (Amit Jeswani)

Difficulty of doing business (Subramoney)

Value Investor Interview: Brent Beshore (Safal Niveshak)

The most important item while analyzing a Balance Sheet (Katusa)

Two Confusions (Seth Godin)

Is 44$ oil a bargain if Saudi-Iran war is inevitable? (DR)