Alpha Ideas

Some stuff I am reading today morning:

Presentation: India’s Digital Transformation (Nandan Nilekani)

IFFCO to purchase 2500 drones (Rediff)

Pharmeasy in deep crisis (Money Life)

Thread: Irregularities at EKI Energy (Leading Nowhere)

Spicejet’s Do or Die moment (Fortune)

Company: IDFC First Bank (Forbes)

Why Samir Arora bought HPCL (MC)

The impact of RoC on shareholder returns (CM)

What do the best investors do that rest don’t? (BI)

Lessons from Harry Markowitz (EI)