Here are the most clicked items on Alpha Ideas this week:
When to buy steel stocks (AI)
Bector Foods: Very Very (AI)
TTK Healthcare: The Pleasure is all yours (AI)
Presentation: Banking on Banks (Nooresh Merani)
Adani Ent: Spot the Private Bank (AI)
Are we at market capitulation? (Aarati Krishnan)
TVS Motors: Charged Up (AI)
Krsnaa: Scale Economics Shared (AI)
Wealth Vs Getting Wealthier (Morgan Housel)
Thread: What happened between Shiv Sena & BJP (Apar Bharat)
Here are the most clicked items on Alpha Ideas this week:
The unique case of India’s Cement Sector (Jigar Mistry)
Thread: Where are smallcaps now? (N Balaji)
Thread: Where are Nifty 50 Cos now (Gopal Kavalireddi)
The Perfect storm in Oil (Oil Price)
When do stocks bottom? (Irrelevant Investor)
Anuh Pharma: Public Dhulai (AI)
Amazon India Play (AI)
Nykaa: Hyperscaling B2B Business (AI)
JSW Steel: What wealth creation looks like (AI)
Dr Reddys: Ghabrana Nahi Hain (AI)
Here are the most clicked items on Alpha Ideas this week:
10 Year Returns (AI)
Thread: Analysis of Indian bear markets (Gurjot Ahluwalia)
India: We are like this only (AI)
The rise & fall of bad loans (AI)
Thread: Misallocation in IT companies (Ameya)
The LIC mystery (AI)
Charlie Munger’s Tenneco Bet (AI)
What the greatest investors in history did (Dakota Value)
Why we are not buying the dip in stocks (Blackrock)
Emerging Markets: Storm Warning (AI)
Here are the most clicked items on Alpha Ideas this week:
Marcellus: Kings of Under performance (AI)
HDFC: Wholesale Withdrawal (AI)
KEC: Why the next L&T failed (AI)
Adani’s Biggest Bet (Business India)
Nilkamal: Student Director (AI)
Data Patterns: Kasam Se (AI)
Muthoot Finance: By George ! (AI)
Trying too hard (Morgan Housel)
Buy when prices are falling (Bill Miller)
How we think about Cash (John Neff)
Here are the most clicked items on Alpha Ideas this week:
Urja Global: Stranger than Fiction (AI)
Chemical Stocks: High P/E Savdhaan (AI)
India’s best Financiers (Fortune)
Man Industries: Silent Violation (AI)
HDFC Bank: ESOPs Sahi Hain (AI)
Bank of Baroda: 10,000 Cr PBT (AI)
Dredging: Retirement Home (AI)
TaMo: Only EV PV game in town (AI)
Pakistan facing bankruptcy (ATimes)
How Freshworks is fighting the brutal tech meltdown (Forbes)