Alpha Ideas

Some stuff I am reading today morning:

Byju’s is official FIFA World Cup 2022 Sponsor (Fortune)

IDFC MF sale in last leg (MC)

Oyo’s IPO faces delay (BT)

Oil Majors lost $2.25 Billion due to fuel price freeze (BS)

Invesco agrees to Zee-Sony deal (Rediff)

Buffett’s simple rule of thumb for buying (Terry Smith)

Warren Buffett is getting the last laugh (Market Watch)

Rotation to Value has begun (Bill Miller)

The Pendulum in International Affairs (Howard Marks)

Unsolved mystery of Putin’s $200 Billion Wealth (MC)

Some stuff I am reading today morning:

India crosses $400 Billion in exports (Rediff)

Ambani Vs Adani rivalry is getting intense (BS)

I-T department raids Hero Motocorp (MC)

Hotel Industry near full recovery from Covid (FE)

Startups: India’s first Unicorn couple (CNBC)

CSR Vs HNI Philantrophy (Fortune)

Thread: On the wisdom of the markets (Aiex UA)

When the optimists are too pessimistic (Nick Maggiulli)

How people think (Morgan Housel)

How Russian Oligarchs stow away their money (Scott Galloway)