Alpha Ideas

Some stuff I am reading today morning:

15 Day Janata curfew in Maharashtra (TOI)

Monsoon likely to be normal this year (BS)

How Dr. Reddys became India’s third Covid vaccine maker (Forbes)

Why I quit trading ( Prashanth Krish )

Investing in non-linerarity (Ankush Agarwal)

Add Crypto to India Stack (Balaji Srinivasan)

Interview with John Schlifske (Barry Ritholtz)

Rappi: The $7B Meituan of Latin America (Nan Wang)

The most important rule in Investing (Compound)

You ever notice its the same people? (TRB)

Wishing readers on the auspicious day of Gudi Padwa.

Some stuff I am reading today morning:

Blood bath on Dalal Street (BS)

Industry output contracts 3.6% in February (BT)

Case Study: Suven Pharma (Ankush Agarwal)

Can Crypto help close India’s SME financing gap? (iSpirt)

VC Firm : India Quotient (Forbes)

The main problem in using stocks for income investing (Aleph)

We Work: We Good Now? (Not Boring)

What sort of a business is investment banking? (Marc Rubinstein)

What we learnt in the last Quarter (Farrer Wealth)

Behind the rise & fall of an esteemed Value Shop (Morningstar)