Some stuff I am reading today morning:
Interview of Raamdeo Agarwal (MoneyControl)
HSBC:India Valuations is pricey (Bloomberg)
ICICI Research:Sell Bank of India (MyIris)
How MFs can take the ecommerce route (VRO)
Do people want to be fooled? (Irrelevant Investor)
A history of insane art prices (Digg)
Market timing is back (Institutional Investor)
America’s factories are in a recession (Bill Bonner)
Whitney Tilson’s presentation on Berkshire Hathaway (BI)
Ackman Vs Berkshire-Whose holdings are more immoral? (WSJ)