Some stuff I am reading today morning:
After Modi’s threat, many CAs are running for cover (ET)
Drama in Alembic Board Room (BS)
Alembic: Will a set of small shareholders be able to assert themselves? (IIAS)
What’s driving the confidence in Indian markets? (Quint)
Real Estate-A Contrarian Bet (Amit Jeswani)
How do you protect yourself in an overvalued market? (Amit)
How to turn NASDAQ’s 90 P/E into 22 P/E (Zero Hedge)
Betting on things that never change (Morgan Housel)
When something is obvious (Irrelevant Investor)
Baupost connects the dots, sees CRASH (Value Walk)
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