Alpha Ideas

Some stuff I am reading today morning:

Retail inflation cools to 15 month low (Fortune)

Fed expects banking crisis to cause recession (CNBC)

TCS Q4 net rises 15% to Rs.11, 392 Cr (Rediff)

Inside LTI Mindtree’s $10 Billion plan (Forbes)

Thread: Red Flags at Aditya Vision (Proinvest Nirmiti)

Adani’s $3 Billion Dharavi Revamp (MC)

No Sellers,No Buyers (Irrelevant Investor)

The investing concept of ‘circling your wagons’ (Mohnish Pabrai)

Goodbye, King Dollar (Daily Reckoning)

Obituary: Keshub Mahindra (M&M)