Alpha Ideas

Some stuff I am reading today morning:

Loans against property: A time bomb? (Mint)

Who said inflation is down? (BL)

Havells:A turnaround situation? (Tankrich)

How much does the Maggi controversy hurt Nestle? (Capital Mind)

ICICI Securities Research: Bata India (Myiris)

GEPL Capital:Top 10 Value Stock Picks (RJ)

Some investing tips (Subramoney)

Automated Stock Analyzer (FreeFinCal)

Howard Marks:The Uncomfortably Idiosyncratic Billionaire (ValueWalk)

Michael Bloomberg’s $9 Billion Identity Crisis (Politico)

Some off beat reads for the weekend:

Blowing the whistle on manipulation in NSE (Moneylife)

Lalit Modi:The Cost of a Fugitive (Open)

Mercedes’ road back to Number 1 (Forbes)

The evil genius behind Europe’s migrant crisis (Newsweek)

Modi Magic (Newslaundry)

10 Articles that celebrate the genius of Rahul Gandhi (Unreal Times)

Omnipresent Sikh Rage Guy (BuzzFeed)

Auto Review: 2015 Audi Q3 (Team BHP)

The endgame in Greece (Jeffrey Sachs)

eCommerce Marketplaces:Curse or Opportunity (Rodinhoods)

The farce behind Morsi’s death sentence (New Yorker)

Obituary:Charles Correa (Outlook)

Gossip: How Modi handled Navin Jindal (GossipGuru)

Mohnish Pabrai’s bet on Rain Industries (Outlook Business)

The boy named Jihad (Atlantic)