Here are the most clicked items on Alpha Ideas this week:
Alpha Ideas 20 20 Meet – Thank You (AI)
Screwing shareholders: Uniply Edition (AI)
Who killed Siddhartha? (AI)
Not 2008 Yet (AI)
Smell the Coffee (AI)
Sun Pharma: Noblesse Oblige (AI)
Tejas Networks: Anchor Down (AI)
Outlast the Bastards (AI)
Equities: How long is the night? (Bala)
How to make 7x on your investment (Michael Burry)
Some off beat reads for the weekend :
All eyes on Kashmir (News Click)
Rahul’s war on the Congress (Harish Khare)
Saudi Arabia: No One is Safe (Vanity Fair)
Murder in the Moroccon Mountains (Outside)
How the State runs business in China (Guardian)
How a Harvard Law Professor got victimised (The Cut)
The village that lost its country (BBC Travel)
Pulicat & the forgotten Indian Slave Trade (LHI)
Vijanagar’s age of confidence (Manu Pillai)
India’s toughest race (Better India)
Full tension (J Mathrubootham)
On Masoom (Nairita Mukherjee)
On sunk costs in relationships (Nisha Susan)
The Apu Paradox (Kahini Iyer)
London Diary (Talmiz Ahmad)
Some stuff I am reading today morning:
Alpha Ideas 20 – 20 Presentation: Indigo (Abhinav Mansinghka)
Trade War is the new ‘status quo’ (CNBC)
The roaring bear market (Mint)
Conference Call gave inkling of Siddhartha’s problems (MC)
A major crisis may be brewing for Indian Banks (ET)
NALCO’s ambitious targets (FE)
Private Sector going thru challenging times (A M Naik)
PACL Investors left in a lurch (MoneyLife)
The Graham 2 Factor Model still provides great returns (AM)
Certainty of Close (A VC)