Alpha Ideas

Some stuff I am reading today morning:

Delivery based volumes at lowest levels (BS)

Time to short? (Nooresh Merani)

Amazon, Google face tough times in India’s eCommerce draft policy (ET)

Shriram Transport fixes rights issue price at 570 Rs/share (Mint)

Notes from 2020 Annual Report of Ajanta Pharma (Kumar Saurabh)

Craft is Culture (Alex Danco)

China told citizens to buy stocks (CNBC)

A fresh look at Buffett’s business model (FA)

The most expensive stock on Earth (TRB)

The US elections is a toss-up (DR)

Some stuff I am reading today morning:

India may hike customs duties (FE)

Covid cases at factories leaves India Inc in a bind (Mint)

Jewellers start melting new ornaments to pare inventory (BS)

Notes from 2020 Annual Report of Syngene Internatioanl (Kumar Saurabh)

The story of Parle-G (Atlantic)

The Gold Breakout (TRB)

The playing field (Graham Duncan)

Public frenzy and Private Caution (Semil Shah)

Peter Bernstein’s checklist for growth companies (Novel Investor)

What is a dividend trap? (Dividend Guy)