Alpha Ideas

Wishing readers on the auspicious day of Gudi Padwa.

Some stuff I am reading today morning:

Blood bath on Dalal Street (BS)

Industry output contracts 3.6% in February (BT)

Case Study: Suven Pharma (Ankush Agarwal)

Can Crypto help close India’s SME financing gap? (iSpirt)

VC Firm : India Quotient (Forbes)

The main problem in using stocks for income investing (Aleph)

We Work: We Good Now? (Not Boring)

What sort of a business is investment banking? (Marc Rubinstein)

What we learnt in the last Quarter (Farrer Wealth)

Behind the rise & fall of an esteemed Value Shop (Morningstar)

Some stuff I am reading today morning :

Economic recovery under serious Covid threat ( FE )

Data breach at Upstox ( CNBC )

What I know about the markets ( Samir Arora)

On the gold loan business ( 2Point 2 Capital)

Sunil Mittal’s Harshad Mehta connection ( Siddharth Misra )

India’s unicorn party is just getting started ( Forbes )

Fireside chat with LiLu ( Relic Phillips )

The Barbell strategy approach to investing ( James Baird )

So you want to be an Emerging Manager? ( Paul Enright )

Too much, too soon ,too fast ( Morgan Housel )