Alpha Ideas

Some stuff I am reading today morning:

The best banking news in years ( CNBC )

The tale of Lakshmi Vilas Bank ( BT )

Oaktree offers 15,000 Cr funding to Vodadone Idea ( BS )

The real story behind India’s two wheeler sales ( Vivek Kaul )

PSU Banks : Value Bargains Or Value Traps? ( Ventura)

A Contrarian’s Guide to playing energy stocks ( Nicholas Vardy )

Bitcoin 101 ( Bitcoin)

Door Dash and Societal Arbitrage ( Ranjan Roy )

We have no ideas what happens next ( Morgan Housel )

Are you too frugal ? ( Retire By 40)

Some stuff I am reading today morning:

FPIs stay bullish on India ( Rediff )

LVB depositors should not panic ( Money Life)

Sahara woes escalate ( FE )

The problem of Minimum public shareholding in PSEs ( Leap )

Hole in the head ( Anand Sridharan )

House Buying Rules ( Subramoney )

RCEP and the Nimzo-Indian Defence ( Anantha Nageswaran)

On Tesla being added to the S&P 500 ( Common Sense)

The road ahead is Gold ( Katusa )

The Bogus Case against Gold ( DR )