Alpha Ideas

Some stuff I am reading today morning:

TPG invests in Tata Motors EV PVe business at $9.1 Billion Val (BSE)

Mobikwik enters Unicorn Club (BT)

RBI gives Small Finance Bank license to BharatPe (MC)

RBI bans Haribhakti & Co for 2 years ( Rediff )

MarketCap without HumanCap? (2Point2Capital)

How to deal with abrupt ownership change? (Anand Sridharan)

PayTM’s coming of age IPO (Aswath Damodaran)

I collect cashflows (TRB)

The imminent collapse of digital advertising (Scott Galloway)

China changing its stance on climate goals (Javier Blas)