Alpha Ideas

Some stuff I am reading today morning :

Serum set to sign vaccine deal with GoI ( BS )

How Elon Musk can walk away with $ 140 Billion ( Christopher Bloomstran)

Indigo to refund all passengers by Jan 31 ( Rediff )

L&T Finance to launch 3,000 Cr Rights issue ( MC )

Company Talk : Biological E ( Forbes )

Stock Talk : Ultratech Cement ( FE )

Reflecting on 2020 ( Anand Sridharan )

The Business of Benchmarking ( Marc Rubinstein )

Are we at the market peak? ( Pratyush Rastogi )

Interview with Emkay’s Nirav Sheth ( You Tube )

Some stuff I am reading today morning :

Mutual Funds withdraw 30,760 Cr from Equities in Nov ( BT )

Foreign funds colonising Indian startups ( Sanjeev Bhikchandani )

Interview with Saurabh Mukherjea ( ET )

ABB on India’s electric mobility ( HT )

Stock Talk : AksharChem ( India) Ltd ( Dolly)

What makes IPL a profitable sporting league? ( Forbes )

The only way to be a buy & hold investor ( Larry Swedroe)

Twitter’s fleeting product roadmap ( Can Duruk)

How to think for yourself ( Paul Graham )

The last days of Tony Hsieh ( Forbes )