Some stuff I am reading today morning:
All out war in Infosys (Mint)
The Greek Crisis is Back ! (Bloomberg)
6 Things that may spoil the sugar surplus (Bloomberg)
Interview with Uday Kotak (Money Control)
Mark Mobius’ favorite themes in India (Quint)
Interview with Vallabh Bhansali (Morningstar)
A dozen lessons on growth (25IQ)
Research: Superstition and Financial Decision Making (SSRN)
Strategy: What we don’t do (A VC)
Meet short seller Marc Cohodes (ET)
Here are the most clicked on items this week on Alpha Ideas :
Notes from Prashant Jain’s Talk (AI)
Becoming Warren Buffett (AI)
Notes from Million Dollar Round Table Conference (AI)
This is what a bull run feels like (AI)
D S Kulkarni struggling to survive (Ravi)
Today the heroes of real estate industry are money lenders (Hiranandani)
Contrarian Indicator for IT stocks (AI)
Why “Black Ka White” thru stocks won’t stop (AI)
Mumbai property sales drop to 6 year low (FE)
Do you want wealth really? (Subramoney)
Source: Baupost 2016 Year End Letter
Source: Motilal Oswal
Some stuff I am reading today morning:
Sikka Vs Infy founders (ET)
NSE IPO an immediate priority (Mint)
Mumbai property sales fall to 6 year low (FE)
UB :Beer sales could drop 40% (BS)
Interview with Jason Zweig (Safal Niveshak)
Stock Analysis: Granules India (Dr. Vijay Malik)
Central KYC for Banks,MFs,Insurance (Be Money Aware)
Apple: The greatest cash machine in history (Aswath Damodaran)
How Jeffrey Loria turned $12 Million into $1.6 Billion (Art Monitor)
Why value investors need mental toughness (Validea)