Here are the most clicked items on Alpha Ideas this week:
TBZ: Superb Family Values (AI)
NSDL Vs CDSL (AI)
The Fall & Fall of the Indian Rupee (AI)
2 SME IPOs explained (AI)
18 Dead, 3 Critical & 1 Injured (AI)
Wipro: You Can’t Win (AI)
How a 77 year old built a fortune for his heirs (Uma Shashikant)
Investing-Picking Themes (Bala)
3 Preferential Allotments Explained (AI)
Reliance Jio to disrupt broadband market (ET)
Some off beat reads for the weekend:
How a Gujju girl became an international Sumo wrestling champion (MC)
Arun Shourie on Atal Bihari Vajpayee (NDTV)
Could Advani ever made it to PM? (Jaggi)
How Tripadvisor changed Travel (Guardian)
The great Chinese art heist (GQ)
Insider’s perspective of the CV industry (Team BHP)
How Sonos is building the audio internet (Wired)
Post LS2019 (Media Crooks)
Arunkumar Kembhavi-The people’s DC (BI)
Trump & the N word (Atlantic)
Steve Job’s daughter (Vanity Fair)
Death of a Dictator (Dawn)
On Parsi Baugs (Arre)
The story of Vajpayee’s last photograph (Mint)
Obituary: Somnath Chatterjee (Open)
Source: CLSA Research Report
In speaking with some of the world’s top business leaders I asked what it is that would make business (jobs) even better in the U.S. “Stop quarterly reporting & go to a six month system,” said one. That would allow greater flexibility & save money. I have asked the SEC to study!
— Donald J. Trump (@realDonaldTrump) August 17, 2018
Some stuff I am reading today morning:
Nation mourns Atal Bihari Vajpayee (TOI)
Amazon’s real rival in India is Reliance (ET)
Top NSE officials facilitate fraud (Quint)
Banking Sector: A private affair (Vivek Kaul)
Understanding how the Indian sugar industry works (Alpha Invesco)
Deja Vu in Turkey (Aswath Damodaran)
The trajectory of great ideas (Morgan Housel)
The half life of investment strategies (Common Sense)
Simple analysis for pricing (Seth Godin)
A conversation with David Swensen (CFR)