Alpha Ideas

Some stuff I am reading today morning:

Railway Ministry asks IRCTC to share 50% revenue (BS)

LIC, EPFO to invest in NHAI’s maiden InvIT (FE)

US markets pricing in more interest rate hikes (CNBC)

Decoding Paytm’s business model (MC)

ACKO is India’s latest unicorn (Fortune)

Facebook renamed as Meta ( Rediff)

The impact of IPL’s new teams (Forbes)

How Seed Funding has exploded (Crunch Base)

Customer Service is free (Seth Godin)

The Disrepect (TRB)

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)