Alpha Ideas

Some stuff I am reading today morning:

Rajan: The unsung hero of India’s bull market (ET)

Wealth Wars: Murthy’s Catamaran lags PremjiInvest (BS)

Trader’s biggest worry (Prashant)

Edelweiss Research: Midcap Marvels (RJ)

How India’s budget is hurting gold prices (WSJ)

Why an oil collapse is coming (Yahoo)

Warren Buffett: Lucky coin flipper? (Bill Bonner)

Challenges for long term value investors (ValueWalk)

Looking back on the dot com bubble (Jason)

Scientists discover why Indian food is so delicious (Telegraph)

Some stuff I am reading today morning:

NSEL Case:Police arrests brokerage executives (Mint)

Govt readies stake sale pipeline of 30,000 Crores (BS)

IPO or BUST ? (Daily Reckoning)

Mumbai property show trips on price front (FE)

Getting carried away with the momentum (Prashant)

Edelweiss Research Report: Godrej Consumer Products (MyIris)

Over 44 Lakh High Value Spenders on IT radar (FirstPost)

Buffett and hedge funds share a trait:No Alpha (Alpha Architect)

Buy and Hold Fund prospers with no new bets in 80 years (Reuters)

The aging of the Tech Sector (Aswath Damodaran)