Alpha Ideas

Some stuff I am reading today morning:

India is least favored amongst EM investors (Rediff)

SC on Sammaan Capital (ML)

How Murugappa Group built their empire (FE)

Company: Gainwell (BI)

This Nippon Fund has given 30 Year SIP CAGR of 18.44% (BT)

Interview with Fred Hickey (The Market)

10 non-financial lessons from Warren Buffett (Morningstar)

One thing my worst investments had in common ($ & Data)

A Frankenstein of financial bubbles (Felder Report)

Kinds of stealing (Seth Godin)

Some stuff I am reading today morning:

Global stocks sell off (CNBC)

Sector: Hospitals (FE)

Stock Talk: Torrent Pharma (Rediff)

China’s purchases of Gold has gone up (OP)

High GDP growth but muted corporate results (ML)

What I learned from Rakesh Jhunjhunwala (Dr Malpani)

But we are long term investors (Microcap Club)

How to not get kidnapped for your Bitcoin (Climateer)

Inflate or Die (DR)

Chinese gamblers, Cartel cash (CNN)