Here are the most clicked items on Alpha Ideas this week:
Top buys & sells by MFs in May 2018 (AI)
India’s silent Metro revolution (AI)
2 Fund Managers on 1 Page (AI)
Podcast: Value Investing in India (Malabar)
Look where Indian HNIs are parking their money (ET)
CLSA : Uncanny Coincidence (AI)
Uday Kotak : 3 Mega Trends (AI)
Ganesh Films: An IPO or a joke? (AI)
Layoffs at Tech Mahindra (MC)
Company Profile: Veeba Foods (Forbes)
Some off beat reads for the weekend:
How Russia won the World Cup (Guardian)
The greatest World Cup goals (Mint)
A Company built on a bluff (NYMag)
How much money do car dealers make in India? (TeamBHP)
Kamal Haasan: The Kejriwal of Tamil Nadu (Swarajya)
Bairam Khans of Congress (Jawed Naqui)
Tiger Selfies (SCMP)
The dangers of envying ‘perfect lives’ (Time)
The loneliness epidemic in urban India (Open)
Gone but not Deleted (Boston Mag)
Albert Einstein’s travel diaries (HP)
A tribute to Anthony Bourdain (Nat Geo)
The monotony of Eid (Arre)
Move over Cricket (J Mathrubootham)
Football Diary (Outlook)
Source: DRHP Filings of Ganesh Films India Ltd
Source: FY2017-18 Annual Report of Kotak Mahindra Bank
Some stuff I am reading today morning:
Sector: Hotel Stocks (MC)
Emerging Markets lose favour (Mint)
NSE to list this year (BL)
Carlsberg should pour that IPO now (Quint)
Secret Diary of Deep Kalra (OB)
End of the road for MobiKwik? (ET)
The business of the FIFA World Cup (CNBC)
What lunch with Buffett taught me (Guy Spier)
Your risk tolerance is an illusion (Financial Samurai)
Repeating themes (Morgan Housel)