Alpha Ideas

Some stuff I am reading today morning:

India’s largest real estate commercial deal closes (Mint)

Only 3,000 Crores of black money has been declared (BS)

eCommerce firm execs make beeline to cash ESOPs (ET)

How broking firms are remodelling their business (OB)

Why is Bharti Infratel’s share price falling? (Nomura Research)

The top 5 best small savings schemes in India (MyInvestmentIdeas)

Trade Secrets from 2 investing legends (DR)

Are you ready for the next bear market? (TRB)

The perils of forcing a sale of illiquid assets (DealBook)

Simple and effective thoughts by George Soros (Big Investor)

Some stuff I am reading today morning:

RBI surprises markets (Mint)

Two buy signals (Short Side of Long)

Domestic commodity shares melt on Glencore rout (BS)

Stock Review:Tata Motors (Seeking Alpha)

Wealth Destruction by ITC,L&T (Bala)

A business that charges 10% interest daily (Subramoney)

Why does Wall Street want higher interest rates? (Bloomberg)

10 Things I love about Twitter (Common Sense)

Why public and private market valuations are completely different (Mahesh)

Combining volatility,momentum and trend in asset allocation (Alpha Architect)