Alpha Ideas

Some stuff I am reading today morning:

Kolkata-City of launderers (ET)

GVK wins bids to rights of Navi Mumbai airport (Mint)

India’s Coal Giant risks burning investors (Bloomberg)

Top 5 Infra Mutual Funds (My Investment Ideas)

Behavioral Bias: The curse of knowledge (Subramoney)

Treat your builder like a stray dog ! (Ravi)

Sell Everything. Ya Right ! (Howard Lindzon)

Am I the only one nervous? (Pension Partners)

How to overcome Money Addiction (Financial Samurai)

The stock that changed my life (Michael)

Some stuff I am reading today morning:

All out war in Infosys (Mint)

The Greek Crisis is Back ! (Bloomberg)

6 Things that may spoil the sugar surplus (Bloomberg)

Interview with Uday Kotak (Money Control)

Mark Mobius’ favorite themes in India (Quint)

Interview with Vallabh Bhansali (Morningstar)

A dozen lessons on growth (25IQ)

Research: Superstition and Financial Decision Making (SSRN)

Strategy: What we don’t do (A VC)

Meet short seller Marc Cohodes (ET)