Alpha Ideas

Some stuff I am reading today morning:

Rajan: The unsung hero of India’s bull market (ET)

Wealth Wars: Murthy’s Catamaran lags PremjiInvest (BS)

Trader’s biggest worry (Prashant)

Edelweiss Research: Midcap Marvels (RJ)

How India’s budget is hurting gold prices (WSJ)

Why an oil collapse is coming (Yahoo)

Warren Buffett: Lucky coin flipper? (Bill Bonner)

Challenges for long term value investors (ValueWalk)

Looking back on the dot com bubble (Jason)

Scientists discover why Indian food is so delicious (Telegraph)