Alpha Ideas

Some stuff I am reading today morning:

DCB Bank:Ambit Sells while Saurabh Mukherjea recommends Buy (RJ)

FIIs dumping blue chip stocks (ET)

Kapil Sibal used a friendly judge to frame Pramod Mahajan (Firstpost)

Why some good funds are lagging (VRO)

The 129 finance people you have to follow on Twitter (BI)

What went wrong with Stanford Endowment (CIO)

China just upended rules that govern global economy (Qz)

Premature evacuation:Biggest mistake of my investing career (Felder)

Twitter’s moment (Stratechery)

Personal financial advice (Subramoney)

Some stuff I am reading today morning:

Is DCB Bank the canary in the coal mine? (Mint)

Indigo’s IPO likely to open on Oct 26 (ET)

Infosys and TCS face long term challenges (BS)

The power of defense in investing (Irrelevant Investor)

What has generated alpha this year? (Zero Hedge)

What they don’t teach you in business school (Common Sense)

Why you should give your kids stocks instead of toys (Market Watch)

Better investment consulting is long overdue (CFA Institute)

Modi’s 1 Trillion $ hunt falls short (Bloomberg)

Bharat Shah of ASK on investing (OB)