Alpha Ideas

Some stuff I am reading today morning:

IRCTC valuation goes off the rails (Mint) (My soundbite here)

DMart’s OFS to open today (BS)

Supreme Court to hear telco’s plea on AGR today (ET)

Page Industries’ results show why high valuations are not justified (Mint)

Bicycle Industry in Ludhiana (OB)

Only 2,200 professionals declared income above 1 Cr (MC)

How will Coronavirus affect your portfolio (Of $ and Data)

Notes from Charlie Munger’s 2020 Daily Journal Meeting (Seeking Alpha)

Manage risk by diversifying your diversifiers (AM)

What would you put in a 100 year portfolio? (RCM Alternatives)

Some stuff I am reading today morning :

IIP, CPI data indicate no green shoots ( Mint )

Govt makes tax dispute resolution more attractive ( BS )

How MFIs are handling the Assam crisis ( ET )

Struggling Yes Bank delays Q3 results ( MC )

Amul’s diversification strategy ( OB )

SBI is now India’s largest fund house ( ET )

Bajaj Housing Finance aims at a 1 Trillion Rupees Book ( Congencis )

Will PPF lose sheen without tax benefits ? ( Mint )

Why does a company’s stock price fluctuate so wildly ( Joel Greenblatt )

The coming Green Bubble ( Macro Tourist )