Alpha Ideas

Wish readers a very happy Republic Day.

Some stuff I am reading today morning:

Adani Wilmar IPO opens tomorrow (MC)

Axis Bank’s rerating imminent (BS)

EV Disruption: TVS Vs Hero (Fortune)

Rating the PSUs (BI)

Stock Talk: Deepak Fertilizers (Value Pickr)

Thread: Gujarat Ambuja Exports (Asan)

Startup: DarwinBox (Forbes)

Its never a market crash problem (Safal Niveshak)

Markets move more fast these days (Irrelevant Investor)

Netflix’s Man Overboard moment (Intrinsic Investing)

Some stuff I am reading today morning:

BSE IPO index plunges 8% (BS)

Zomato CEO: I have been waiting for a bear market (MC)

Insider trading in the shares of Lux Industries (BSE)

Air India to be handed over to Tata Group on Jan 27 (BT)

Record 32,000 Cr seized in tax raids (Rediff)

Inside TCS’s cloud strategy (Forbes)

Ukraine crisis intensifies (CNBC)

Is this the end of the Go-Go years? (Common Sense)

Crypto Currency meltdown continues ( Andy Hecht)

Casualties of your own success (Morgan Housel)