“The perfect idea for Curtis,” says Jim Vincent, a managing director at AllianceBernstein who has been pitching ideas to Macnguyen for years, “would be a company that’s profoundly oversold and hated and has a new CEO who has a chip on his shoulder and a heavy ownership of stock that’s locked up for a long time, in a cyclical business that just troughed.”-from Bloomberg
Any such candidates in the Indian market?
Source:Bloomberg
Some stuff I am reading today morning:
Taxtortion-Modi Govt Style (BS)
Financially Foolish People (Subramoney)
Reliance Results in Charts (Capital Mind)
Motilal Research Report: LIC Housing Finance (My Iris)
Top 10 Debt Mutual Funds to invest now (MyInvestmentIdeas)
3 Investment Themes from trees (USA Today)
On being a forced seller in a panic (Aleph Blog)
A cheap way to buy expensive stocks (Daily Reckoning)
The biggest threat to your portfolio (TRB)
Investing Carry & Trend Effects Up Close (Swedroe)