Alpha Ideas

Some stuff I am reading today morning:

RBI bars Mastercard from boarding new customers (BT)

Voda Idea’s options for survival are narrowing (Rediff)

DA for Govt employees hiked to 28% (BS)

M&M’s turnaround plan (Forbes)

The Sambandh Finserve MFI scam (MC)

How Penny stock rigging happens in India (Dev Ashish)

Stock Analysis: Valiant Organics (Dr Vijay Malik)

Analysts playing lottery stocks (Klementon)

Crypto: The Lightning Network (Coin Desk)

Too Smart (Morgan Housel)

Some stuff I am reading today morning:

30 years later, Rao’s reforms endure (Rediff)

Retail can now open Gilt accounts with RBI (RBI)

Patanjali Group clocks Rs. 30,000 Cr turnover in FY21 (MC)

On HAM road projects (Niteen S Dharmawat)

VCats & 9 unicorns (Forbes)

Can Investing become the most common job of the 2000s? (Balaji)

A Stablecoin applies to become a Stonk (Doomberg)

Banks are ripe for disruption (Prof Galloway)

Bill Miller 2Q 2021 Letter (Miller)

Interview with Ho Nam, Altos Ventures (Acquired)