Alpha Ideas

Some stuff I am reading today morning:

How RBI is causing the bubble in Equity Markets (Prof Ananth Narayan)

Banks cannot block crypto currency transactions (RBI)

Amul blasts PETA India (FE)

Global EV rush fails to rub off on India ( Forbes)

Interview with Ronnie Screwvala ( Fortune)

Harendra Kumar: My best stock pick- Balrampur Chini (You Tube)

A few things we learned in Q1 FY2021 ( Octahedron Capital)

‘Wild West’ in housing, stocks and crypto (Robert Shiller)

The rise and fall of Commodity Indices ( Verdad)

Do you have mad money in your portfolio? (Morningstar)

Some stuff I am reading today morning:

Zerodha’s FY2021 profit doubles to 1000 Cr (BS)

Malls suffer 3,000 Cr loss due to lockdowns (Rediff)

Stock Talk: Concor (FE)

Transforming Tata (Not Boring)

Startup : Groww ( Junior VC )

Klarna: The $31B Snapchat of Personal Banking ( Nan Wang)

The Cost of Cloud, a Trillion $ Paradox ( A16z)

My adventures in CryptoLand (Marc Rubinstein)

How to do Long Term (Morgan Housel)

Times of Fraud, Mania & Chicanery ( Investor Amnesia)