Alpha Ideas

Some stuff I am reading today morning:

Infosys approves 9,200 Cr buyback (BS)

OFS in NFL, RCF (FE)

Word of caution on the Steel Cycle (Niteen S Dharmawat)

Stock Analysis: SOM Distilleries & Breweries (Dr Vijay Malik)

Common misunderstandings about reserve currencies (Michael Pettis)

Why startup valuations may be misleading (Arpit Lahoty)

Lessons from Mark Leonard (Santangel)

Tiger Global is playing a different game ( Everett Randle)

How people get rich now (Paul Graham)

Non-fungible Taylor Swift (Stratechery)

Some stuff I am reading today morning:

15 Day Janata curfew in Maharashtra (TOI)

Monsoon likely to be normal this year (BS)

How Dr. Reddys became India’s third Covid vaccine maker (Forbes)

Why I quit trading ( Prashanth Krish )

Investing in non-linerarity (Ankush Agarwal)

Add Crypto to India Stack (Balaji Srinivasan)

Interview with John Schlifske (Barry Ritholtz)

Rappi: The $7B Meituan of Latin America (Nan Wang)

The most important rule in Investing (Compound)

You ever notice its the same people? (TRB)