Alpha Ideas

Some stuff I am reading today morning:

Stimulus package of FM Nirmala Sitharaman (Rediff)

Retail inflation rises to 7.61% (BS)

Observations on recent Mutual Fund returns (MF Critic)

Interview with Sanjoy Bhattacharyya (Morningstar)

The religions of Bitcoin,Tesla & Peter Thiel (Generalist)

The Big Lessons from History (Morgan Housel)

Ghost Kitchens are the Wave of the Future (Eater)

Moats & Network Effects in Financial Services (John Street Capital)

On Early Stage Venture Capital (A VC)

Elon Musk had a crazy 2020 (Vanity Fair)

Some stuff I am reading today morning:

Fresh stimulus before Diwali (BS)

India to regulate streaming services (Reuters)

Indigo becomes top aviation stock globally (Mint)

On Pandemic Investing (Sanjay Bakshi)

Don’t buy into the distressed home sales story (Monika Halan)

Stay away from Diwali Picks (Basu Nivesh)

Bandhan Bank aims for the big league (Forbes)

How Apple built its own chip empire (Climateer)

Value’s under performance and imminent resurgence (LT3000)

Covid-19 hospitalizations in the US at all time high (Atlantic)