Alpha Ideas

Some stuff I am reading today morning:

CBI arrests Kochhars,Dhoot in ICICI Bank-Videocon case (MoneyLife)

PE Fund Advent buys Suven Pharma (Rediff)

Roys to get premium for selling stake to Adani (FE)

India’s box office collection crosses 10,000 Cr in 2022 (BT)

India’s data centre industry to double by 2024 (MC)

Checklist for investing in small cap cos (Pankaj Tibrewal)

Financial Lessons from 2022 (Basu Nivesh)

Japan’s consumer inflation hits 40 year high (CNN)

Interview with Robert Koenigsberger (Big Picture)

Why won’t energy cos drill (Gorozen)

Some stuff I am reading today morning:

China’s economy is under strain due to Covid (BS)

Indian EV makers nervous over Covid surge in China (FE)

The curious case of the Paytm buyback (Forbes)

The curious case of FACT (Nooresh)

Interview with Vinit Sambre (Morningstar)

Qualities of a true FMCG business (Surge Capital)

Interview with Louis-Vincent Gave (The Market)

5 Behavioral Tricks for Long Term Investors (Validea)

Things that won’t happen in 2023 (TS Lombard)

Winds of Change (Felder Report)