Here are the most clicked items on Alpha Ideas this week:
The Brightcom Story (AI)
HDFC Cos: Losing Lustre (AI)
Oh those Russians (AI)
KRBL: Iran deal beneficiary (AI)
What a Black Swan Event looks like (AI)
Thread: HDFC Group Cos (Aditya D Shah)
Thread: Managing a concentrated portfolio (Shortsighted Capital)
On Zee-Sony merger (BW)
Mega Trend: India Ethnic Fashion (AI)
Why Vladimir Putin has already lost this war (Yuval Noah Harari)
Some off beat reads for the weekend:
Why Vladimir Putin has already lost this war ( Yuval Noah Harari)
Stop painting Ukraine as the good guy (Leon Kushner)
Why has the US & NATO not sanctioned for starting wars? (RT)
Ukraine & the new world disorder (Spiked)
Interview with Mohammed Bin Salman (Atlantic)
The ingrained corruption of Iran’s IRGC (Arab News)
Why was Pakistan’s PM in Russia? (Al Jazeera)
Trapped in Silicon Valley’s hidden caste system (Wired)
Why Yogi is confident (Open)
Behind 10 min delivery promise (IE)
Thread: Best Exercises from ancient cultures (Alexander Cortes)
Thread: Emerging Cyber Fraud trends (Shakti Avasthy IPS)
Reality Show: Mission Everest (Neha Mehrotra)
Drive: Understanding 4*4 (Team BHP)
The Craziest 2 Mins of TV News (Sk Boz)
Some stuff I am reading today morning:
Vodafone Idea to raise 4,500 Cr (MC)
India accuses Huawei of tax evasion (CNBC)
Reliance Retail acquisition spree (Fortune)
Thread: HDFC Group Cos (Aditya Shah)
Stock Talk: GMDC (BS)
Letter to Investors-Prataap Snacks (Equirus)
Set the bar high for margin of safety (Sid Choraria)
Russian Equities are “Un Investible” ( Big Picture)
On Autocracy Risk (II)
Preparing for a wider range of outcomes ( Ben Carlson)
