Alpha Ideas

Some stuff I am reading today morning:

Nifty turns 20….has only given 11% CAGR so far (Gaurav)

Zomato in trouble (ET)

TinyOwl fires staff (Mint)

Favorite stocks of mutual funds in last one year (ET)

Interview with S N Lahiri,CIO of L&T MF (BS)

PM will launch ‘India Gold Coin’ on Thursday (FE)

The biggest difference between real world & academia (Common Sense)

When is the right time to sell big winners? (Irrelevant Investor)

Good “stories” can kill your portfolio and returns (Barry)

The biggest losers are commodities and EM Equities (Short Side of Long)

Some stuff I am reading today morning:

Eros Media is mostly worthless (Alpha Exposure)

The shenanigans at Network 18 (Capital Mind)

Coffee Day Enterprises end 18% lower on debut (Moneycontrol)

Indigo fixes price at 765 Rs/share (FE)

So girl you want to be a home maker? (Subramoney)

Nomura Research: NTPC (MyIris)

Software is the new oil (A VC)

Why I don’t invest in momentum stocks yet  (AA)

Why Mumbai homes are so expensive (Anuj Puri)

One little drink can’t hurt you right (DR)