Alpha Ideas

Some stuff I am reading today morning:

Cabinet clears hike in sugarcane FRP by 25 Rs (BS)

Air India-Vistara merger awaiting regulatory approvals (Fortune)

Who is vying for Paytm Payments Bank? (NDTV Profit)

Byju’s $200 million rights issue fully subscribed (Rediff)

Interview with GQG’s Rajiv Jain (Prashant Nair)

Interview with Jeffries’ Chris Wood (MC)

Europe set for 50 TWh solar boom (Oil Price)

How to use alternatives in your portfolio (Morningstar)

The New Era of market commentary (Josh Brown)

Venture Capital & Free Lunch (Not Boring)

Some stuff I am reading today morning:

SEBI uncovers 2,000 Cr accounting issue at Zee (NDTV Profit)

India seeks $26 Billion in private nuclear power investments (HT)

Middle East Escalation fears spike (CNBC)

Has the NASDAQ topped out? (Josh Brown)

Interview with Jim Bianco (The Market)

Cathie Wood’s $14.3 Billion Implosion (QTR)

What’s driving stock market returns (Common Sense)

The Herschel Walker syndrome (Mutiny Funds)

Base Rate Investing (Onveston)

On Catastropic Risk (Aswath Damodaran)