Alpha Ideas

Some stuff I am reading today morning:

S&P could lower sovereign rating (FE)

What awaits cash starved Yes Bank? (ET)

Nippon Express takes stake in Future Supply (BS)

Inox Leisure stocks looking at the bigger picture (Mint)

No Fed rate hikes in 2020 (CNBC)

Swiggy’s cloud kitchen’s bet pays off (Forbes)

Lessons from T Rowe Price (Rational Walk)

The weakness of various value metrics (Validea)

The Butter Thesis (Nick Grossman)

Ben Graham’s overarching investing lesson (Michael Mauboussin)