Alpha Ideas

Some stuff I am reading today morning:

India Mutual Funds massively underperform ( SPGlobal)

PM Modi discusses Covid situation with CMs ( BS)

Summer of discontent back to haunt India’s airlines (Rediff)

Piramal Glass starts new journey with Blackstone (Forbes)

Did PayTM just bury corporate governance? (Entrackr)

Nearly 95% of Indian stocks have positive momentum (Prashanth)

On Probability (Lucky Maverick)

Revenge of the Winklevii (Forbes)

A Conversation with Bill Ackman (Havard)

On starting a fund management business (Neckar)

Some stuff I am reading today morning:

RBI holds rates, unveils new measures (Fortune)

What next Mr. Gautam Adani? (BL)

SEBI fines Ambani family (BS)

How new partnerships will change India Payments (Forbes)

Why Zerodha is not raising money (Nithin Kamath)

Jamie Dimon’s Letter to shareholders (J P Morgan)

Its hard to kill the stock market (Tony Isola)

Owning the best stocks is hard (Common Sense)

Abundant Capital (Aaron Harris)

What is mad money? (Morningstar)