Categories
Observations

SMID Valuations: Bubble Territory

Source: DSP Netra

SMID: Small & Midcaps

Categories
AMC

HDFC AMC: Dividend Machine

Source: Investor Presentation of HDFC Asset Management Company Ltd

Categories
Links

Linkfest: 22 April, 2024

Some stuff I am reading today morning:

Can India become an economic superpower? (CNN)

US Hedge Funds fight over India trading strategy (BT)

Bail for Rana Kapoor (DH)

Elon Musk postpones India visit (NDTV Profit)

My EPF Transfer journey (Jago Investor)

On Holding Co shares (Bala)

The Commodities Bull Market is here (Katusa)

The Psychology of inflation (Common Sense)

There’s no easy answer to Chinese EVs (MSN)

Memo: The Indispensability of Risk (Howard Marks)

Categories
TopClicks

Top Clicks on Alpha Ideas this Week

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

Vesuvius: Doubling Down (AI)

B2B Constructions: Doubling Down (AI)

Mega Trend: Crorepati Taxpayers (AI)

The Case for Private Capex (AI)

Ramkrishna Forgings: Bogie Wogie (AI)

Company : Novartis (Forbes)

Unveiling Multi-Bagger Secrets (BBS)

Why everyone in Finance is getting ripped (DH)

On the SC judgement in Delhi Metro case (Money Life)

China’s API extortion (Fortune)

Categories
Links

Weekend Mega Linkfest: 19 April, 2024

Some off beat reads for the weekend:

The long war between Israel & Hizbollah (Engelsberg)

What does Iran really want? (CNN)

Hamas has a secret weapon- Western Stupidity (TOI)

Congress: The Great Disconnect (Open)

Politics of West Bengal should change (Print)

Pakistan’s Crisis of Confidence (Friday Times)

Greece’s tumbling birthrate (Reuters)

The unstoppable rise of Shein (Guardian)

Millets could be the future of food (Bill Gates)

Decoding Jihadi infiltration tactics (Organiser)

The Goa Inquisition (Hindu Jagruti)

Thread: Jews, Hindus and ethnicity (True Indology)

Frank Lucas, Harlem Drug Lord (History Redefined)

Thread: Rana Sanga (Sadaa Shree)

Travelogue: Bhutan (Stories of Raku)