Alpha Ideas

Some stuff I am reading today morning:

Warburg Pincus to buy 43% stake in Tata Technologies (Mint)

Ravi Adusumalli- India’s most successful tech investor (ET)

It’s raining discounts at car makers (MC)

India’s market cap to GDP still low (Bloomberg)

Deloitte Audit exposes NSE (Quint)

Stock Analysis: Shiva Global Agro (Shivam)

From silver linings to grey skies (Pension Partners)

Dividends for the long run (Monevator)

Shareholder activism taken to logical extreme (Prof Bainbridge)

Cost of lifestyle mistakes (Subramoney)

Some stuff I am reading today morning:

FED raises rates (Bloomberg)

How hospitals and doctors push their patients to financial ruin (Outlook)

Infosys is worried, and it shows (Quartz)

SEBI meets rating agencies over RCom fiasco (BS)

Stock Analysis: Kovai Medical (Dr. Malik)

Death of the human investor (CNBC)

Prepare now for the end of the bull market (Ben Carlson)

The seduction of pessimism (CF)

Accelerating revolutions (Seth Godin)

Buyer Beware (A VC)

Dystopian Portfolios for a Dystopian World (Macquarie Research)