Alpha Ideas

Wishing readers a very Happy Dussehra.

Some stuff I am reading today morning:

Wagh Bakri scion Parag Desai passes away (Fortune)

Reliance to buy Disney’s India operations (BS)

Midcap Meltdown-Time to look at largecaps (MC)

Shipping firms under GST lens (BT)

Interview with Rajeev Thakkar (Morningstar)

Why I have turned Bearish (BW)

How bad is the US Bond Market? (Mr Zepczynski)

The Bond Vigilante is back (CNBC)

The true advantage of Absolute Returns investing (David Einhorn)

Wider impacts of the Israel-Hamas War (Zero Hedge)

Some stuff I am reading today morning:

Meet Ashok Vaswani, new CEO of Kotak Bank (BT)

Cash holdings with MFs at 16 year low (Rediff)

Rural recovery for FMCG cos takes a pause (BS)

Why we didn’t invest in Raymond (Scottish Oriental)

Superlinear Returns (Paul Graham)

Gold & the Debt bubble (Sprott)

Thread: Consequences of Unicorn Debt (Aditi Shrivastava)

How to invest in times of war (Of $ and Data)

Markets have suffered a ‘sea change’ (Felder Report)

Economist PhDs are mind-bendingly nuts (Rudy Havenstein)