Alpha Ideas

Some stuff I am reading today morning:

PSU Bank Recapitalization once again (ET)

The Anil Ambani share saga (MoneyLife)

How IL&FS took Gurgaon Metro for a 300 Cr ride (MC)

Gold hits all time high in India (BS)

‘Make in India’ for Defence gathers pace (BL)

Who is on the other side? (Blue Mountain Capital)

Uncomplicated Investing (IIrrelevant Investor)

Getting the odds on your side (Howard Marks)

On Family Businesses (TT Jagannathan)

Different Kinds of Stupid (Morgan Housel)

Some stuff I am reading today morning:

314 stocks trading below face value (BS)

Debt funds have gone too far (MC)

Tax relief for startups (FE)

Why Tata Sons hiked stake in Tata Motors (Rediff)

Stock picking for retail investors (Chetan Phalke)

Disconnect between price & value (Nooresh)

The crumbling Chinese Market (DR)

How to invest a lump sum ( Of $ and Data)

First mover alpha (Common Sense)

The Optometrist who became a Billionaire (Forbes)