Alpha Ideas

Some stuff I am reading today morning:

Govt may raise 80C Limit to 2L (MC)

Banks are headed for 15,000 Cr loss (FE)

Dr.Hitesh Patel-Successful Value Investor (ET)

Analyst’s Favorite: Neuland Labs (Quint)

My stock pick for 2018-Indian Hotels (Ajay Jaiswal)

In Conversation with Prashant Jain (Morningstar)

Stock Market Valuations won’t predict the next crash (CS)

Thoughts on asset allocation (Peter Lazaroff)

Citigroup fined for showing customers wrong stock ratings (NYTimes)

Some thoughts on checking references (A VC)

Some stuff I am reading today morning:

How banks make a killing using Minimum Balance (ET)

India’s bond market has a message for Modi (Andy)

My Best Pick 2018-APL Apollo (Ajay Relan)

Can Ruia brothers pull off a rescue act at Essar Steel ? (MC)

Criminals switch to Monero from Bitcoin (BS)

How to lose $9 Trillion in a Bull Market (Jason Zweig)

Two biggest lessons I learned (Josh Tarasoff)

What happened in 2017 (A VC)

The inside story of Glencore’s hidden dealings in Congo (Guardian)

Waste and the new luxury (Seth Godin)