Alpha Ideas

Some stuff I am reading today morning:

Patanjali eyes 5 IPOs in 5 years (FE)

Air India eyes 30% domestic market share (BS)

Shell to set up 10,000 EV charging points across India (Fortune)

SEBI investigating Eros International Media (Money Life)

Startup: Mamaearth (Forbes)

Crypto: Ethereum successfully executes Merge (Decrypt)

Superbubble ! (Daily Reckoning)

Why Investor Behavior never changes (Darius Foroux)

The Adversity Quotient (Ted Lamade)

On China’s collapsing real estate sector (Carnegie Endowment)

Some stuff I am reading today morning:

Tamilnad Mercantile Bank to list today (MC)

Investors snap up Indian Govt bonds (BS)

Global fund managers raise cash allocation to 21 year high (FE)

Tata Motors’ plans for Commercial Vehicles (Forbes)

IBM India joins chorus on moonlighting (Rediff)

Byju’s FY21 loss zooms to 4,589 Cr (Fortune)

Subrata Roy issued bailable warrant by SEBI Special Court (Money Life)

Brand Values & Long Term Stock Returns (Larry Swedroe)

The first totally honest stock market story (Big Picture)

Thread: A Gentleman’s Primer on shorting insolvent shitcos (DTH)