Alpha Ideas

Some stuff I am reading today morning:

BPCL announces final dividend of Rs.58 per share (BS)

Over 60 SMEs to tap the IPO market (Rediff)

More promoters try to regain control of their bankrupt cos (MC)

Stock Talk: IDBI Bank (Forbes)

CLSA: 4 Consumer Stocks to buy (FE)

Don’t waste your time on PE (Abhishek Basumallick)

4 Lessons from the Crypto Crash (Common Sense)

How I misapplied my Trader mindset to investing (Moon Tower)

Shein: The TikTok of Ecommerce (Not Boring)

Thread on Aswath Damodaran’s wisdom (John Mihaljevic)

Some stuff I am reading today morning:

BPCL may sell stake in IGL, Petronet (BS)

RBI Governor’s diktat to private banks (Rediff)

Interview with HUL CFO Srinivas Phatak (CNBC)

Why Cred lacks credibility (Mumboy)

An Investors Guide to Shareholders Meetings in India ( CFA Society)

Inflation & Investing (Aswath Damodaran)

Should you invest in leveraged index funds? (Nick Maggiulli)

How Regulators killed hedge funds (Institutional Investor)

Interview with Private Equity Guru Scott Sperling (Barry Ritholtz)

The man who changed American energy forever (Yahoo)