Alpha Ideas

Some stuff I am reading today morning:

Vodafone Idea defaults on payments to tower firms (BS)

RIL-BP fuel retailing joint venture commences operations (FE)

Govt plans to raise 20,000 Cr by selling stakes in Coal India, IDBI Bank (BS)

TCS results disappoint (Mint)

Gold’s rally is just getting started (CNBC)

PPF Vs Sukanyya Samriddhi (Zee Business)

20 Potential Bonus & Split Candidates (Ventura)

Comparing now to the Nasdaq boom of the 90s (Irrelevant Investor)

The Great Illusion of the Stock Market (David Abrams)

Will Masa have the last laugh? (Forbes)

Some stuff I am reading today morning:

MF Equity inflows at four year lows (BS)

Govt wants Place of Origin Tag by 01 August (Mint)

Interview with Raghuram Rajan (CNBC)

Stock Analysis: ADF Foods (Dr Vijay Malik)

Perfect Timing in Debt funds (MF Critic)

Inside China’s stock market frenzy (Bloomberg)

A tale of two markets (Seeking Alpha)

Tech Vs Everyone Else (Crossing Wall Street)

The danger of learning from your mistakes (Validea)

The Slack Social Network (Stratechery)