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Linkfest:Sept 12, 2012

Some stuff I am reading today morning:

VA Tech Wabag a beneficiary of a mega trend (Bloomberg)

Interesting observation on open offers (NeerajMarathe)

Stock talk on Cera Sanityware (SafalNiveshak)

Michael Lewis profile of Barack Obama (VanityFair)

End of alpha spells trouble for fund managers (FT)

John Paulson is the most resourceful fund manager (DealBreaker)

Sensible investors doing boring stuff (Abnormalreturns)

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