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TopClicks

Top Clicks on Alpha Ideas This Week

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

Edelweiss: The debt markets have spoken (AI)

Indian retail investors are cheapos (Nooresh Merani)

Selling a stock to buy it back (AI)

15,000 staff quit Axis Bank (ET)

The Bogus story of Jiya Eco Products (Lalit Investor)

PayTM faces its moment of truth (Mint)

New margin norms may hit smallcaps/midcaps (BS)

Just like 1991 (AI)

Huge & Fast (AI)

Rashesh Shah: The Wealth Management Opportunity (AI)

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Links

Weekend Mega Linkfest: 10 January, 2020

Some off beat reads for the weekend:

The Muslim Rage (Open)

Why JNU is a target for the Govt (Nilanjan Mukhopadhyay)

Shut down JNU (Media Crooks)

Trump has made us all stupid (NY Times)

How the US knew Iranian missiles were coming (Wired)

How Israel views Trump’s strike against Iran (New Yorker)

A Scandal in Oxford (Guardian)

How the US created El Salvador’s bloody gang wars (Guardian)

Royal Hypocrites (Atlantic)

The incredibly happy life of Larry David (GQ)

The Ramayana: A Tibetan retelling (LHI)

The oldest person in the world turns 117 (Smithsonian)

From Hawker to Hacker (The Youth)

The unmaking of India’s fountain pens (Bibek Debroy)

Obituary: Akbar Padamsee (Mint)

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Observations

Edelweiss: The Debt Markets have spoken

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Chart

What a 40 year Bull Run looks like

Source : CLSA Research
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Links

Linkfest : 10 January, 2020

Some stuff I am reading today morning :

PM Modi takes charge of budget ( Narendra Modi )

PayTM faces it’s moment of Truth ( Mint )

HCL Tech’s Trump Card ( OB )

Stock Analysis : India Nippon Electricals Ltd ( Dr Vijay Malik )

The reckoning is coming for Tesla ( Jawad Mian)

Nobel laureates bat for wealth tax in India ( CNBC )

Fintech will help unlock Bharat ( Forbes)

Why India’s restaurants struggle with profitability ( Qz)

Secondary lessons from The Intelligent Investor ( Novel Investor )

Patient Capital : How long is the long run ? ( Seth Godin )