Alpha Ideas

Some stuff I am reading today morning:

NCLT approves Anil Agarwal’s takeover of Videocon (BT)

Tata Digital: The Super App play ( CNBC )

How will a demerger unlock value for ITC ? (Morningstar)

Interview with Ashishkumar Chauhan (ET)

Tiger Global’s India kingdom (Forbes)

SaaS Business: The hidden compounders (Value2Wealth)

A guide to moving from cash to investments ( Charlie Bilello)

The Top 9 bad arguments against Bitcoin ( J L Collins)

Getting the Goalpost to stop moving (Morgan Housel)

Ape Armies & Investor Relations (Ranjan Roy)

Some stuff I am reading today morning:

PM Modi’s address to the nation (IE)

Sensex, Nifty at highest ever closing levels (FE)

Paytm from Idea to IPO (Marc Rubinstein)

Tata Digital to invest $75 Million in Cure Fit (Entrackr)

SEBI order against Franklin Templeton (SEBI)

SEBI order against officers of Franklin Templeton (SEBI)

Startup: Moglix ( Forbes)

Learning from Polen Capital (Masters Invest)

Bill Gurley on IPOs (Above the Crowd)

The Cooperation Economy (Not Boring)