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Some stuff I am reading today morning:
FPIs sold 94,000 Cr of Equities in Oct ( BT )
Berkshire Hathaway ‘s cash position touches $325 B ( CNBC )
Incumbents take market share in 2w EV market ( Forbes )
The FMCG entry pack of Rs 5 ( FE )
Gold is on the ballot ( DR )
A framework for cyclical industries ( Quipus Capital )
Industry is not destiny ( Verdad )
Don’t take financial advice from Hedge Fund managers ( CS )
Stocks & Flows ( Capital Gains )
Stock Picking is a game of self-confidence ( Microcap Club)
Here are the most clicked items on Alpha Ideas this week:
Alpha Ideas 20 20 Meet: 2024 Edition (AI)
PPF Vs FD Vs Gold Vs Silver Vs Equity (AI)
Mutual Funds sitting on a war chest of 2 Lakh Crores (FE)
Client exodus from ASK Investment Managers (MC)
Dhanlaxmi: Trump Trade (AI)
US: No Recession Here (AI)
What Hyper Investing looks like (AI)
US was responsible for China-India rapprochement (Korybko)
Company: Shirdi Sai Electricals (Forbes)
10 ways investors should be using AI (Chicago Booth)
Some offbeat reads for the weekend:
Lawrence Bishnoi: The new Don (Open)
On India-China disengagement (ORF)
Desis may prove critical in US elections (New Lines)
A clear message to Iran (TOI)
Morocco’s $320 Billion drug industry (Al Majalla)
Bombing Hezbollah’s drug empire (JPost)
Shitpost map of Poland triggers outrage (Korybko)
BRICS post-Kazan (Cradle)
Late Muammar Gaddafi is becoming more popular in Libya (RT)
The US origin myth (Engelsberg)
The motivation behind 9/11 Terrorists (Rair Foundation)
Sardar Patel & the RSS (Organiser)
8 Spooky celebrations from around the world (Smithsonian)
The curious appeal of haunted hotels (BBC Travel)
Drive: Tamil Nadu (Team BHP)