Alpha Ideas

Some stuff I am reading today morning:

Sensex hits 50,000 (FE)

SEBI approves Reliance-Future deal (BT)

Govt ready to pause Farm Laws (BS)

Interview with Indigo CEO Ronojoy Dutta (Fortune)

IPO watch: Story Vs Valuation (Ventura)

Introducing the 8-80 portfolio (Compound Advisors)

Internet Scale Businesses (AM)

Interview with Chuck Akre (Value Investor)

Investing in the Second Machine Age (Morgan Stanley)

When founders turn funders (Forbes)

I am over the moon regarding yesterday’s win. Am still deliriously happy and so going off beat and posting some cricket links:

India have created the greatest moment in their Test history (Sambit Bal)

The day India bullied the bullies out of Fortress Gabba (Robert Craddock)

Thank you and Good night, India ( Greg Baum)

Finding heroes and summoning miracles ( K C Vijaya Kumar)

Forecasting Folly: Aussie edition (Anand Mahindra)

IRFC IPO: India’s bureaucratic AerCap (Skand Capital)

India’s shadow banking crisis will worsen (BS)

Chinese lockdowns causing concerns over iron ore, steel (CNBC)

A battle over Trump tax cuts is brewing (Market Watch)

Why the Canadian tech scene doesn’t work (Alex Danco)