Categories
TopClicks

Top Clicks on Alpha Ideas this Week

Here are the most clicked items on Alpha Ideas this week:

Prudence over Panic (Monarch AIF)

Home Delivery of Liquor (AI)

Chart: Nifty EPS (AI)

Deepseek crashes AI party (Aswath Damodaran)

Titan: Follow the Money ( AI)

Gold Vs Equity (AI)

Gold: The immortal asset (Aequitas)

The case for short selling (AI)

When incentives change, I change my mind (BI)

The danger of ‘Breaking Even’ mindset (AM)

Categories
Links

Weekend Mega Linkfest: 07 February, 2025

Some off beat reads for the weekend:

The end of Palestine (Tablet)

Trump’s plan for Gaza (RT)

Trump’s policy on Iran (Newsweek)

Trump’s play for Greenland (National Interest)

Israel & Germany (Guardian)

Holocaust Envy (Spiked)

Hamas killed Thai nationals deliberately (TOI)

Shias under attack in Pakistan (First Post)

Iraq’s costly break from Washington (Cradle)

The dark world of Canadian immigration consultants (Walrus)

What differentiates BJP from Congress (Print)

Thread: USAID & Gandhi Family (Chronology)

The global rise of African music (New Lines)

When Leftists killed Presidents (Front Page)

Thread: The curse of Queen Alamelamma (Right Singh)

Categories
ConferenceCall

Titan: Follow the Money

Source: Conference Call of Titan Ltd

Categories
Alcohol ConferenceCall

Home Delivery of Liquor

Source: Earnings Call of Allied Blenders & Distillers Ltd

Categories
Links

Linkfest: 07 February, 2025

Some stuff I am reading today morning:

INR declines to 87.58 (HT)

Bombay High Court orders probe into Jai Corp fraud (Money Life)

Solar cell capacity to jump 5 fold by 2027 (FE)

Trump’s tariffs on China bite US online shoppers (Yahoo)

SEBI order in front running of Anuj Sheth (NSE)

Stock Talk: Muthoot Finance (Proinvest Nirmiti)

Jim Chanos on AI (AM)

Don’t freak out (CS)

Tilting the odds in your favour (Novel Investor)

Timing is not everything, but it matters (IT)