Alpha Ideas

Some stuff I am reading today morning:

India’s foreign exchange reserves at life time highs ( Fortune )

LVB- DBS merger effective from tomorrow ( FE )

Stock Talk : HDFC Bank ( BS)

Last refuge of License Raj( Anand Sridharan)

15 potential winners of Atmanirbhar Bharat ( Ventura )

Why BSNL is the biggest victim of Atmanirbhar Bharat ( BT )

Should you invest in REITs?( Forbes)

There are no short sellers left( Climateer)

Using trailing stops to buy( Andy Snyder)

Berkshire Hathway Vs Tesla ( CR )

Some stuff I am reading today morning :

RBI rejects Muthoot’s proposal to acquire IDFC AMC ( FE)

Alibaba, Alipay banned in India (MC)

Dow cracks 30,000 ( BS)

The FOMO is back ( Howard Lindzon )

Is Tesla the next Yahoo? ( Nicholas Vardy )

Terry Smith on investing in tobacco stocks (DGI )

The changing face of a bank branch (Rediff )

How Venture Capitalists are deforming Capitalism (New Yorker )

We end our lives as value stocks ( Nick Maggiulli)

Why I invested in Metromile ( Chamath Palihapitiya )