Alpha Ideas

Some stuff I am reading today morning:

PWC ex-CFO accuses firm of cooking books ! (ET)

RBI stops printing Rs.2,000 notes (Mint)

National Fertilizers’ Offer for Sale today (BL)

How to profit from the EV boom (Katusa)

The worst landlord horror story (Financial Samurai)

Fine Art’s worth more than its weight in gold (DR)

To make money you need luck and skill (Subramoney)

Should children pay for their parent’s retirement? (Vijay)

Why diets do not make good investments (Collaborative Fund)

Distressed Builder D S Kulkarni defends himself  (You Tube)

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)