Alpha Ideas

Wishing all readers a Happy Republic Day.

Some stuff I am reading today morning:

Discount broking fees touch new bottom (BS)

Madhusudan Kela’s 4 mantras to beat the market (ET)

HDFC Bank beats slowdown blues (Mint)

New age gold diggers (Prashanth)

Investment blunders that I see (Subramoney)

Prof Sanjay Bakshi’s favorite stock gets hammered (RJ)

Anthony Bolton:Investing against the tide (Morningstar)

When Bears drive Porsches (Bloomberg)

Get the strategy right and the execution is easy (A VC)

So you want to be a stock picker (Dead Companies)

Some stuff I am reading today morning:

Cash rich PSUs may have to give more dividend (FE)

5 Companies get nod for IPO (Mint)

Is the market heading towards 2008? (VRO)

Is FMCG growth story tapering? (BS)

Axis Bank shares appear cheap (Morningstar)

Hot money and mutual funds (Prashanth)

How stories drive the stock market (Shiller)

Process Vs Outcome (Barry)

Why does pessimism sound so smart? (Fool)

How Larry Page’s obsessions became Google’s business (NYTimes)

Some stuff I am reading today morning:

How to make sense of plummeting global markets (NYTimes)

Geodesic Directors arrested for swindling funds (DNA)

Stocks to buy in a choppy market (ET)

India investors join IPO chorus for NSE (BS)

Buying cheap or buying early (Prashanth)

The dividend yield illusion (OB)

How a typical new investor behaves (Subramoney)

12 reasons not to invest in airlines (25IQ)

Ben Graham on risk (Big Picture)

How to make investments after retirement (Mint)