Alpha Ideas

Some stuff I am reading today morning:

Fed moves up timeline for rate hikes ( CNBC )

Dodla Dairy looks appetizing (Mint) ( My sound bite here)

The story of ITC ( Manu Rishi Guptha)

Vedanta arm is paying almost nothing for Videocon (Rediff)

Reinventing the Financial System ( Marc Rubinstein)

The rebellion against a Crypto Currency Empire ( Decrypt)

Gold: Heads I win, Tails I don’t lose (DR)

Learning from Charles Schwab ( Masters Invest)

It takes more than money to retire early (RetireBy40)

Why Buffett is selling Wells Fargo and I am not ( Charlie Munger)

Some stuff I am reading today morning:

Indian markets shrug off inflation concerns (CNBC)

Road ahead for the Pharma Sector (Morningstar)

Interview with Adani Group CFO Jugeshinder Singh (CNBC)

Startup: Chai Point (Fortune)

IPO Watch: Dodla Dairy (FE)

The Legal case for Crypto Currency in India (Jaideep Reddy)

Paul Tudor Jones wants to bet on ‘inflation trade’ (Market Watch)

Why I track my spending (Occam)

The gamification of Chinese Consumer ( Lillian Li)

Meme Investing (A VC)