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TopClicks

Top Clicks on Alpha Ideas this Week

Here are the most clicked items on Alpha Ideas this week:

Young Bulls, Ageing Bears (AI)

Avoiding Value Traps (AI)

Sandur: 9 Years Left (AI)

Mankind: Brand Factory (AI)

Blackstone’s Best Investment Ever (Katusa)

Boom in senior living homes (DH)

Lookout notice against Fund Manager Devina Mehra (BW)

The Club of Clueless CEOs (NDTV Profit)

India’s silent income crisis (Fortune)

Dinesh Dalmia dupes lenders of 200 Cr (Money Life)

Categories
Links

Mega Linkfest: 17 May, 2024

Some off beat reads for the weekend:

The appeal of PM Modi (First Post)

The West must do a better job covering India (Express)

Letter from Jewish students at Columbia University (Google)

Hezbollah is now interested in an all-out war (TOI)

On Russia’s Kharkov offensive (RT)

The looming battle for succession in Iran (Engelsberg)

Fast Tracking Armenia-India military cooperation (ORF)

Pakistan: Lurking Fears (Tribune)

Restoring the Sun God in Kashmir (Open)

Church bodies protesting Myanmar border fencing (Organiser)

Thread: Why borrow when you can print? (James Lavish)

Thread: 10 Concepts of Ancient Rome (Jash Dholani)

English Version of Jana Gana Mana (Savitri Mumukshu)

Food: Khao Suey to Khausa (Gulf News)

Wisdom from Marcus Aurelius (Gurwinder)

Categories
Pharma

Mankind: Brand Factory

Source: Investor Presentation of Mankind Pharma Ltd

Categories
Mining

Sandur: 9 Years Left

Source: Investor Presentation of Sandur Manganese & Iron Ores Ltd

Categories
Links

Linkfest: 17 May, 2024

Some stuff I am reading today morning:

M&M shifts to high gear (BS)

Rally in precious metals to continue (CNBC)

Central banks exiting US Bonds, buying gold (Investing)

Look Out Notice against Fund Manager Devina Mehra (BW)

Startup: Razorpay (Forbes)

Interview with Terry Smith (The Market)

The growing role of Renewable Diesel (Oil Price)

False Consensus Effect (Mr Zepczynski)

3 asset classes which are not good portfolio diversifiers (Morningstar)

Immaculate Acceleration (Daily Reckoning)