Alpha Ideas

Some stuff I am reading today morning:

Market mayhem wipes off 13.44 Lakh Crore of investor wealth (Rediff)

SEBI extends deadline for client collateral (BS)

Gas supply around the world can get disrupted (CNBC)

Moody’s upgrades 2022 India GDP forecast to 9.5% (Fortune)

Sector: Cement (Dr Vijay Malik)

Shopify’s evolution (Stratechery)

Buy when there is blood on the streets (Abraham George)

Focus on what you can control (TRB)

3 Ways to win during a market correction (Ben Carlson)

Its ugly out there (Irrelevant Investor)