Alpha Ideas

Some stuff I am reading today morning:

Tata Group airlines move closer to merger ( FE )

23% rise in life insurance premium collection ( DH )

Maruti dispatches 2 Million vehicles through Indian Railways ( HT )

Company : HDFC Bank ( Rediff )

Xiaomi’s plans for India ( Forbes)

Bajaj after Rahul ( Fortune )

Bill Ackman wants to monetised his Twitter account ( Sherwood )

Gold as a safe haven in a warming world ( Oil Price)

Interview with Brian Klass ( Big Picture)

The paradox of lessons ( Seth Godin )

Some stuff I am reading today morning:

Modi in Moscow today ( BT )

Average housing prices appreciate by 50% in Delhi-NCR ( DH )

EVs haven’t taken off despite subsidies ( Rajiv Bajaj )

Sector : Health Insurance ( Ganesh Nagarsekar )

Stock Talk : Godrej Properties ( Rediff )

AI’ $600 Billion Question ( Sequoia)

On the special relativity of investment horizons ( Discerne )

Bad Assets Vs Good Liabilities ( Fundoo Professor )

The Degenerate Economy ( Howard Lindzon )

FAQ on Passive Investing ( GMO )