Alpha Ideas

Some stuff I am reading today morning:

Ant considers Paytm stake sale ( Reuters )

China planned Galwan Valley incident ( CNBC)

Dabur, Patanjali honey is unsafe ( FE )

L&T on track to sell non-core assets (BT)

ICICI Bank, Indian Bank can become fallen angels ( BS)

Gen next to the fore in Murugappa Group recast ( Fortune )

Income Tax on selling shares ( BMA)

Startup : Acko ( Forbes )

The IPO of Airbnb ( Aswath Damodaran)

Cliff Vesting ( A VC )

Some stuff I am reading today morning :

Burger King India IPO opens today ( BS )

RBI’s options narrow ( FE )

Nov 2020 GST collections higher than Nov 2019 (Rediff )

Tata Motors grabs market share ( GaadiWaadi )

Making sense of sky high stock prices ( Robert Shiller)

Bitcoin is Back. Again. ( NY Times )

Startup : Cars24 ( Forbes )

The ghosts of Commentary Future ( Epsilon Theory)

Rich as I say, not as I do ( Nick Maggiulli)

Where did all the rogue traders go? ( Marc Rubinstein )