Alpha Ideas

Some stuff I am reading today morning:

74% FDI in Insurance gets Cabinet nod (Rediff)

Why AB Fashion is buying stakes in high end fashion brands (MC)

M&M debunks media claims of layoffs (BSE)

Indian Hotels stock as a recovery play (BS)

Prestige Group sells assets worth 7,467 Cr to Blackstone (BT)

Embassy REIT may give more tax free dividend (FE)

How Roblox became a $30 Billion company (CNBC)

Excel never dies (Not Boring)

Investing: The greatest show on earth (Morgan Housel)

The Conventional Investor’s guide to Bitcoin (Morningstar)

Some stuff I am reading today morning:

Biden’s $ 1.9 Trillion Covid-19 relief package to pass (Reuters)

Mahindra fires 300 executives as slowdown stings (BT)

Suryoday Bank raises 150 Cr before IPO ( ET)

Loan to real estate developers increase (MC)

Razorpay’s full stack ambition (Forbes)

Stock Analysis: Marksans Pharma (Dr Vijay Malik)

The day the Growth Trade topped (TRB)

The Fed isn’t printing as much as you think (Morgan Housel)

The long run is lying to you (Cliff Asness)

Why a 180 year Norwegian co is investing in Bitcoin (Aker)