Alpha Ideas

Some stuff I am reading today morning :

Bombay High Court orders Zee to call for EGM ( BS )

Nykaa IPO to open on Oct 28 ( MC )

Govt sets $ 100 Billion export target for textiles ( FE )

SEBI bars investment advisors from advising on Crypto ( BT )

Why Nusli Wadia has to take charge of Go First ( Fortune)

Consider your Competition ( Microcap Club )

How I plan to achieve financial independence ( Vasu )

Being a Contrarian is easier in hindsight ( CS )

The new Fear and Greed ( TRB )

China’s Bitcoin exodus ( Wired )

Some stuff I am reading today morning:

VIL to opt for 4 year moratorium on spectrum payments (Rediff)

NTPC Vs Tata Power (FE)

China’s curbs on fertilizer exports may affect India (BS)

The rise of Indian D2C BPC (Fortune)

The mainstreaming of Crypto (A VC)

Why SIP is a pyschological hack (Morningstar)

Investors should prefer camels to horses (BI)

Ignore the price, remember the Dividends ( Of $ and Data)

The SaaS metrics that matter (Sacks)

Deep Dive: Baidu (Get Revue)