Alpha Ideas

Some stuff I am reading today morning:

ITC under pressure due to proposed tobacco tax (FE)

Interview with Policy Bazaar Founders (MC)

Stock Talk: Prataap Snacks (Fortune)

Startup: Infra.market (Forbes)

Sequoia Productive Capital (Stratechery)

Web 3 Vs Web 2 (A VC)

Billionaire Tax: Worst idea ever ( Aswath Damodaran)

Internal vs External benchmarks (Morgan Housel)

Greatest Trade: $8000 to $5.7 Billion in 400 days (Morning Brew)

4 Money Mistakes (Larissa Fernand)

Some stuff I am reading today morning:

IDFC calling IDFC (MC)

Jio BP launches first mobility station in Navi Mumbai (BT)

Why techies are leaving Indian IT majors (Fortune)

Global funds want SEBI to push T+1 deadline (BS)

18 states to impose stock limits on edible oil (Rediff)

On how the IPL revenue system works (KSR)

The rise & fall of Abdul Karim Telgi (HT)

Interview of Vinay Agarwal (Morningstar)

Inflation Vs Stock Market Returns (Common Sense)

Tesla: Manufacturing Revolution (Morgan Stanley)