Alpha Ideas

Some stuff I am reading today morning:

Reliance Power defaults (BS)

On RBI report on digital lending (FE)

Stock Talk: Lal Pathlabs (Forbes)

Of IPOs & Disclosures (Bala)

A restaurant without a shingle ( Marker)

Li Lu on Munger’s patience (AM)

New business model for Twitter (Stratechery)

Metaverse land sales top $100 Million in a week (Decrypt)

Why its so hard to play the long game (Sequoia)

Assured misery (Morgan Housel)

Back after a long hiatus. Probably the longest break I took from blogging.

Completed a 15 day trek in Nepal. Did Renjo La Pass (5360 m) and Everest Base Camp (5364 m)

Thank you for your patience.

Some stuff I am reading today morning:

Snapdeal targets $250 Million IPO (BS)

Piramal Pharma to launch own D2C Platform (FE)

How Falguni Nayar built success with Nykaa (Forbes)

How to value new age IPOs (Fortune)

CSK & Dhoni: Beyond the Crown (Forbes)

Deep Dive: Tanla Platforms ( Abraham George)

Stock Talk: Barbeque Nation (Dhruva Pandey)

Everything is China maal (The Tipsheet)

The Winds of Change (Howard Marks)

Prime Time in Crypto (Marc Rubinstein)