Alpha Ideas

Quotes

Seth Klarman on Over Valuation

Links

Some stuff I am reading today morning:

PNB Housing Finance gets SEBI nod for IPO (ET)

What’s next for Reliance Capital ? (MoneyControl)

India’s domestic aviation market in top gear (Mint)

Stock Talk : Nandan Denim (RJ)

Apollo Tyres’ quest for a global grip (Forbes)

How dirty energy defeated Tesla (DR)

Trading R&D (A VC)

Never say Never in the financial markets (Felder)

A collection of investment regrets (Bason Asset)

Making Financial Management both spouses’ job (NYTimes)

Plug

Hero Fincorp,belonging to the Hero Group, is one of India’s fastest growing NBFCs

It’s latest Financial Results can be downloaded from here.

A very limited quantity of its shares are on offer for sale.

For those interested,please email me at Alpha Ideas

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