Alpha Ideas

Some stuff I am reading today morning:

Open Letter to Sonia Gandhi on Land Acquisition (Jerry Rao)

Govt to sell stakes in REC,PFC (ET)

OMCs headed for sharp rise in profits (BS)

Mutual Funds Tax Reckoner for FY2015-16 (OneMint)

Sharekhan top picks for April 2015 (RJ)

Nomura Research Report: HCL Tech (MyIris)

Creativity and Investment performance (Forbes)

What you can’t learn from your heroes (CommonSense)

How criminals built capitalism (Bloomberg)

Why paying for financial advice makes sense (NYTimes)

Some stuff I am reading today morning:

Full Notes of Charlie Munger 2015 Daily Journal Meeting (ValueWalk)

IFSC at GIFT city to be operationalised within a year (BS)

Key takeaways from Modi’s RBI speech (Firstpost)

Remembering Narasimha Rao (Mint)

Learning from the greatest trade ever (Insecurity Analyst)

When should I exit my mutual fund investment (FreeFinCal)

Edelweiss Research:Mid-Cap Marvels (RJ)

A dozen things I’ve learned from Lou Simpson about investing (25IQ)

Dealing with low interest rates (Aswath Damodaran)

As bad a strategy I can think of (Swedroe)