Alpha Ideas

Some stuff I am reading today morning:

India could become a magnet for FDI (BS)

Unease over Reliance Retail buyback offer (FE)

Swiggy, Zomato discounts are a farce (Forbes)

RIP HDFC Ltd (Bala)

How Air India got funds to buy planes (Rediff)

India’s Lab-grown Diamonds (MC)

The economics of selling on the Internet (FTM)

Six Criteria to avoid value traps (Validea)

Remember, Don’t fight the FED? (Ben Carlson)

Customer traction is the hardest part (Seth Godin)

Some stuff I am reading today morning:

Monsoon nears normal range ( FE )

Adani Green to raise 12,300 Cr ( Rediff )

How Senco Gold stuck gold ( Forbes )

Return of Wind Sector ( Fortune )

Interview with Lalit Dua ( You Tube )

Blackrock’s move into Crypto ( Coin Desk )

China should repay pre-1949 debt ( Climateer )

Investing is not for everyone ( Munger )

Risk Capacity is more important than Risk Tolerance ( Morningstar)

Smart things smart people said ( Morgan Housel )