Here are the most clicked items on Alpha Ideas this week:
Page Industries Ka Jockey Kaun? (AI)
Party may be over for Indian Equities (BS)
When your portfolio is down by 30% (AI)
What’s your Entry P/E ?(AI)
Balrampur Chini: Best of Times, Worst of Times (AI)
Shenanigans at Sun Pharma (BQ)
2019 – A year of small caps? (AI)
The biggest winner in Bandhan-Gruh merger (Mint)
Is the retail investor getting tired? (AI)
Why UK Universities want Indian students (ET)
Some off beat reads for the weekend:
The hidden treasure in Gwalior Fort (LHI)
Quota Correction (Open)
Citizenship Bill & the North East (Outlook)
The Spider-Man who stole Art (New Yorker)
The catastrophe of vanishing glaciers (Guardian)
Pakistan’s musicians turn political (ATimes)
Spoof: CIA offers apology (The Onion)
Is Marijuana as safe as we think? (Malcolm Gladwell)
The story of Horniman Circle (LHI)
Radhanath Sikdar: Genius Mathematician (Madras Courier)
Vidya Vox: YouTube Sensation (SCMP)
Where is manners and all? (J Mathrubootham)
Poem : Telling Lies (Felix Dennis)
The Noveau Riche Indian (Jawed Naqvi)
The ‘gara’ goes mod (Mint)
2019 – Year of small-caps?😀 pic.twitter.com/rc8CuKpP3Q
— Porinju Veliyath (@porinju) January 9, 2019
Source: RBL Bank Presentation
Some stuff I am reading today morning:
Zerodha is now India’s largest broker (BQ)
JSW readies bid for IL&FS energy arm (FC)
Why Hyundai’s Chennai workers are up in arms (Rediff)
The inside story of SEBI crackdown on Dabba Trading (Mint)
Stock Talk: IEX (FE)
Scaling up a Business (Amit Jeswani)
Interview with Manishi Raychaudhuri (ET)
Slow it down (Mystic Wealth)
Investor Newsletter Q4 2018 from a top Macro fund (Crescat Capital)
Things I’m pretty sure about (Morgan Housel)