Alpha Ideas

Some stuff I am reading today morning:

Cost of raising a child in India (Mint)

FIR against startup founder Rahul Yadav (BS)

Sector Watch: Paints (Rediff)

Startup : Buyofuel ( Forbes )

Recession is coming (Jeremy Grantham)

Investment lessons from 400 years back (Periscope)

Investing for immortals (Klementon)

Letter to Shareholders (Pershing Square)

Natural Resource Market Commentary (Goehring & Rozencwajg)

How much is enough? (Steve Sanduski)

Some stuff I am reading today morning:

Jan Dhan accounts cross 50 Crore mark (Fortune)

Titan acquisition values CaratLane at 17,000 Cr (MC)

National e-Commerce policy in final stages (FE)

Sunny Deol’s property to get auctioned (BW)

Impact of record ocean temperatures (CNBC)

Interview with Vetri Subramaniam (Morningstar)

Interview with Mohnish Pabrai (Meb Faber)

In search of risk free investments (Aswath Damodaran)

What makes a Value Investor (Seth Klarman)

15 of of my favorite Charlie Munger thoughts (Warren Buffett)