Top Clicks on Alpha Ideas This Week

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)


Weekend Mega Linkfest: 11 June, 2021

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)


MFIs : Times are worse than Demon

Source : CRISIL

Polycab: Growth is Life

Source: Q4FY21 Conference Call Transcript of Polycab India Ltd


Linkfest: 11 June, 2021

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)