Alpha Ideas

Some stuff I am reading today morning:

India’s e-Commerce Boom:The great race (Economist)

It’s time to call the bullshit in equity research (FriendsWithZero)

SBI seeks to screw Mallya (Mint)

Neeraj Gupta is India’s Divestment Czar (Bloomberg)

Being right or making money (Prashanth)

The great investment advice hidden in Buffett’s annual letter (Fortune)

EM looks terrible.Time to buy? (Swedroe)

Stock Exchange prices have become convoluted (NYTimes)

How Chennai floods allowed people to buy a Jaguar (BS)

Aim to accumulate wealth, not retire early (BL)

Some stuff I am reading today morning:

Enjoy the rally while it lasts (MoneyControl)

PSU Banks on fire (FE)

The Rajan Factor (Mint)

Shocking Case Study of Pune property buyers (Ravi)

Warren Buffett said everything on CNBC (TRB)

The demise of the phony bull market is now at hand (DR)

How to avoid disastrous stock declines (Finance Trends)

Oil heading to $16…will lead to “banking bloodbath” (Zero Hedge)

China’s real estate frenzy is back (Bloomberg)

Valuing GoPro and LinkedIn (Aswath Damodaran)