Alpha Ideas

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 )

Some stuff I am reading today morning:

India’s solar power tariffs hit record low ( Mint )

How Central Govt is changing laws to favor Adani ( Telangana Today)

Raghuram Rajan blasts RBI ( BS )

Stock Talk : Balkrishna Industries ( FE )

The Economics of Fund Management ( Marc Rubinstein )

Pleasure of walking tall ( Stable Investor )

On investing in Art ( Barrons )

5 Options for pursuing high returns ( Howard Marks )

Knowing what you are looking for ( A VC)

WHO fears Covid third wave ( Reuters)