Alpha Ideas

Some stuff I am reading today morning:

Blackstone plans $833 Million exit from Embassy REIT (MC)

100 critical mineral blocks to be auctioned by Feb 2024 (BS)

India’s inbound remittances rise to $125 Billion (Fortune)

Fund Managers find comfort in large caps (Rediff)

Stock Talk: Black Box (FE)

The Temptation of Factor Timing (Alpha Architect)

Buffett: Different kinds of businesses (AM)

Money for Nothing (Daily Reckoning)

Selling Vs Doing (Nick Maggiulli)

18 rules for ageing well (Morningstar)

Some stuff I am reading today morning:

RBI gives nod to IDFC-IDFC First Bank Merger (NDTV Profit)

Share of Natural Gas in energy mix to rise to 15% (GoI)

Man Infra to build India’s tallest building (MC)

Indigo becomes first Indian airline to carry 100 Mn pax in a year (BS)

Few takers for IPOs of new age Tech cos (Forbes)

Houthi attacks in Red Sea threaten global supply chains (CNBC)

Stock Analysis: Websol Energy Systems (Dr Vijay Malik)

Next 2 decades will see fastest transformation in India’s history (Arvind Panagariya)

Are you in a race to measure your daily NAV? (Bala)

What keeps me awake at night (Thierry Borgeat)