Alpha Ideas

Some stuff I am reading today morning:

Happiest Mind’s IPO oversubscribed 151 times (Rediff)

The stock market is an absolute, raging mania (Stanley Druckenmiller)

Reliance Retails stake sale cycle begins (BS)

Indiabulls Housing Finance launches QIP (MC)

India’s August fuel consumption declines (Reuters)

Mumbai Flat owners slash rents for first time (MM)

Silver Lake bets big on India story (Mint)

The fight in India’s premium biscuits market (Forbes)

It was Masa the whole time ! (Ranjan Roy)

On Buffett’s $ 570 Million bet on Snowflake (BI)

Some stuff I am reading today morning:

Tech stocks lose more than 1 Trillion $ in market cap (CNBC)

Oxford Astra Zeneca Covid vaccine trial paused (IE)

Brent crude falls below $ 40 due to faltering demand (BS)

MFI delinquencies may surge (Rediff)

Cabinet approves Powergrid InvIT (Mint)

Stock Talk: CCL Products (Amey Kulkarni)

Think about your relationship with money (Of $ and Data)

Analyzing Amazon’s profits (Ben Evans)

The easy part of the economic recovery may be over (FiveThirtyEight)

What will happen with offices? (Stephen Schwarzman)