Alpha Ideas

Some stuff I am reading today morning:

Rupee ends at new low (BS)

Govt deregulates sale of domestic crude oil (Fortune)

Thread: Analysis of Zomato-Blinkit deal (Anurag Singh)

Dalmia Cement: Making a mark (BI)

Cheap green hydrogen will be a massive breakthrough (Bill Gates)

Web3 Use Cases Today (Not Boring)

Interview with Marc Andreeseen (McKinsey)

Investing Wisdom from ‘Make Haste Slowly’ (Woodlock House)

Wealth Vs Getting Wealthier (Morgan Housel)

Zeng Yuqun: China’s Battery King (Wired)

Some stuff I am reading today morning :

Mukesh Ambani charts succession plan ( BT )

Ruchi Soya becomes Patanjali Foods ( BW )

15 more Cos selected for PLI scheme for white goods ( Rediff )

SEBI changes rules for F&O for dividends ( FE )

Zomato sheds $1 Billion in valuation over Blinkit deal ( BS )

Interview with Chirag Setalvad ( MC )

Quotes from Seth Klarman Interview ( Transcript )

Mike Novogratz on his big Crypto mistake ( Intelligencer )

Why pro Sports team values only goes up ( Axios )

Nowhere to hide in the collapse of the Everything Bubble ( ZH )