Alpha Ideas

Some stuff I am reading today morning:

LIC OFS gets 36,000 Cr bids (FE)

US markets hit record highs (HT)

RBI meet today (MC)

India raises windfall taxes on fuel exports (Forbes)

Company: Manipal Health (BI)

Thread: Regulatory History of Auction Closing (SP)

How China won the Iran war (Paul Krugman)

What is it like to be a young founder (TC)

Is Value Investing dead? (Morningstar)

Disastrous but Committed (Havenstein)

Some stuff I am reading today morning:

Nifty’s 200 point rally just before closing (Fortune)

Valuation reality check for Zepto (Forbes)

Mandatory V2V systems proposed for vehicles (BT)

India’s manufacturing PMI at 5 year low (DH)

3 Niche Manufacturing Plays (Native Invest)

Stock Talk: ITC (FE)

What went wrong at IBM (DR)

Investing in Momentum (CS)

The challenge of valuing cos (Tker)

The sound of inevitability (Moon Tower)