Alpha Ideas

Some stuff I am reading today morning:

Nifty, Sensex close at fresh all time highs (BS)

Bisleri up for sale (Rediff)

How SIPs in Mutual Funds have created wealth (MC)

Are Buy Now, Pay Later offers worth it? (Forbes)

Presentation by Bill Nygren (Natixis)

The rise of Influencer Capital (NY Mag)

Surge in Covid cases in China (NPR)

Chinese hackers attacked Indian Power Grid (Oil Price)

Putin warns of serious consequences to global energy markets (Kremlin)

The ridiculous reality of the Russian Oil Price Cap (ZH)

Some stuff I am reading today morning:

Fed to hike in smaller increments (CNBC)

Gautam Adani weighs $5 Billion fund raise (BS)

ED seizes 16 Crore of Alphageo (ANI)

5 Big Trends changing Global Markets (Capital Group)

The Superpowers of Second Time Founders (Hunter Walk)

Private Equity & SaaS Valuations (Tanay Jaipuria)

Why I stopped short selling (Russell Clark)

What’s next for cautious investors? (BI)

Some thoughts on investing (Collab Fund)

What really matters? (Howard Marks)