Alpha Ideas

Some stuff I am reading today morning:

Asian stocks near 2 year highs (Investing)

Earnings of Nifty 50 firms slump to 6 year low (Rediff)

Telecom sector could be reduced to 2 cos (CNBC)

All Cargo Logistics plans to delist (Mint)

Negative beta stocks: Case for Zoom (Dr. Varma)

Is 30x of annual expenses enough for retirement in India? (Jago Investor)

Has the market changed since the bottom? (Common Sense)

Even great investments experience massive drawdowns (Larry Swedroe)

Disrupting Bloomberg (Net Interest)

Your financial portfolio and Japanese principles (Fortune)

Some stuff I am reading today morning:

Adani Group ready for dominance in aviation (Mint)

Webinar with Shri H M Bangur (You Tube)

What I learnt from brief analysis of 2800 Companies (Dr Vijay Malik)

Sector Analysis: Nutraceuticals (Shuchi Nahar)

The Inside story of Robinhood’s Billionaire Founders (Forbes)

Spurious Corelations (Tyler Vigen)

An Investor’s Spam Filter (Anand Shridhan)

Abolish LTCG tax (Mohandas Pai)

On starting Angel Investing in India (Ritesh Banglani)

ETFs now own more gold than Central Banks (BS)

Some off beat reads for the weekend:

M S Dhoni: A bonafide legend (Sidharth Monga)

Is Mohammad Bin Salman a Zionist? (ME Monitor)

Assam Accord: The back story (Strat News)

Mistakes I made in my 30s (Ankur Warikoo)

What does Microsoft gain by buying Tik Tok? (Manish Sharma)

A Big Mac Fortune (Neckar)

How four brothers fleeced Amazon of $ 19 Million (Wired)

Pets: How we hurt the animals we cherish (Guardian)

On Palakkad (Rajan Venkateswaran)

How I became Chief Rabbi of UAE (TOI)

Lee Kuan Yew on Conversion & Hinduism (Shreyas Joshi)

The Neo Leftist Script of Gunjan Saxena (Soumyadipta)

Balkh Campaign: Indian Army in Central Asia (LHI)

Interview with author Pankaj Mishra (Mint)

Obituary: Pandit Jasraj (Open)