Alpha Ideas

Some stuff I am reading today morning:

PM Modi: Economic recovery faster than expected (FE)

US GDP rebounds by 33.1% (CCTN)

Mistry firms offer share swap to Tatas (Mint)

Laurus Labs reports bumper earnings (MC)

The lament of a Mutual Fund Specialist (MF Critic)

On Receivable Days (Dr. Vijay Malik)

The Bull Market that won’t die (DR)

Investing in a pandemic (Baillie Gifford)

How Jay Vijayan built the world’s newest unicorn (Forbes)

Caste Discrimination in Silicon Valley (India Today)

Some stuff I am reading today morning:

Markets tumble as fear grips Europe (Market Watch)

Bharti Airtel can’t afford 5G (BS)

Stock Talk: SBI Life (FE)

Nitin Gadkari blasts NHAI (Nitin Gadkari)

The rise of Reliance ( Baillie Gifford)

iD Fresh Food: Trusting the customer (Forbes)

My approach to Valuation (MBI)

Made in China (Slate)

The World’s No 1 Stock Market (InvestmentU)

Trump will win next week (Jeff Gundlach)