Alpha Ideas

Some stuff I am reading today morning:

PMGKAY extended till Nov for 80 Cr Indians (FE)

Carlyle to acquire 25% stake in Airtel’s Data Centre Business (BS)

Sector Talk: 2 Wheelers (Baidik Sarkar)

Notes from HUL AGM (Forbes)

How Patanjali’s magic didn’t work on Covid (Mint)

How YKK dominated the world zippers market (Palak Zatakia)

Russell Napier: Inflation is coming (WoW)

Why is Gold Valuable? (Of Dollars & Data)

Jack Bogle was wrong about ETFs (Morningstar)

Human IPO wants you to buy shares in regular people (Hustle)

Some stuff I am reading today morning:

Bharat Biotech’s Covid-19 vaccine gets nod for trials (Mint)

59 Chinese Apps banned in India (FE)

HDFC Bank plans to raise 50,000 Cr via AT1 bonds (BS)

Nestle India betting big on Ready to Eat (Forbes)

Capacity to suffer (Safal Niveshak)

5 Common Myths about penny stocks (InvestmentU)

Apple & Facebook (Stratechery)

Tesla stock up 4125% since its debut (CNBC)

The Spock Market (Barry Ritholtz)

83 Tons of Fake Gold Bars (ZH)