Here are the most clicked items on Alpha Ideas this week:
DHFL: A suckers rally (AI)
Hyatt: Lockdown not reopen (AI)
Focus on the Buyer (AI)
Polycab: Growth is Life (AI)
SaaS Business: Hidden Compounders (Value2Wealth)
Ride Hailing: The worst business for ever ( Michael Batnick)
Key Mega Trends (AI)
MFIs: Times are worse than Demon (AI)
The beauty of Stock Markets ( Masters Invest)
Bill & Melinda Gates’ Empire of Dirt (Mother Jones)
Some off beat reads for the weekend:
China could pay if virus leaked from its Lab (WaPo)
Decoding the BJP’s meltdown in Bengal ( Sandip Ghose)
Israel’s political striptease show (TOI)
What happens when a Hindu temple is destroyed (Dharma Dispatch)
The Indian Ocean world in 5 lives (LHI)
The truth about Aurangzeb (Open)
The difference between Woke & Cultural Awakening (RT)
How Apple used Pablo Picasso’s Bull (Trung Phan)
Pune, Shanghai, and a man named Victor ( Syndrome)
On vintage cookbooks (HT)
12 Levels of Friendship in Arabic ( Taariq Ismail )
Using Advanced Search on Twitter (Dickie Bush)
The Han twins (Truly Adventurous)
Silence of the jackals (Shashank Gupta)
Stories of my travels (SyncNest)
Some stuff I am reading today morning:
Medical debts bankrupt Indians (BS)
US Consumer prices jump 5% in May ( CNBC)
A $43 Billion jump in Adani’s fortune is fraught with risks (Mint)
Startup: BharatPe (Fortune)
8 insights into getting wealthy (Morningstar)
The Shoeshine Indicator is dead (Irrelevant Investor)
The rise of SPACs (Aswath Damodaran)
Alibaba: BABA Black Sheep (Not Boring)
Learning from Leonard Lauder (Masters Invest)
Fintech 3.0 ( John Steet Capital)
