Alpha Ideas has crossed 50 Million Page Views.
Thank you, dear reader, for your continued patronage of this very simple blog.
Am reminded of these lines by Majhrooh Sultanpuri :
मैं अकेला ही चला था जानिब-ए-मंज़िल मगर
लोग साथ आते गये और कारवां बनता गया
Any suggestions to improve the blog is most appreciated and welcome.
Heartening to see private capex picking up.
Example 1: Enkei Wheels (India) Ltd
Example 2 : Sunshield Chemicals Ltd
Some stuff I am reading today morning:
What went wrong with ABG Shipyard? (MC)
Thread: Rajeev Jain bro (Intrinsic Compounding)
Stock Talk: SNL Bearings Ltd (Dolly)
Revisiting the FANGAM stocks (Aswath Damodaran)
Minsky Moments in Venture Capital (Abraham Thomas)
Crypto market back above $2 Trillion (Decrypt)
Tencent backed Sea’s $16 Billion Crash (BS)
Not a Rare to Spare (Doomberg)
The quest for intangible value (Neckar)
Q4 2021 Letter to Investors (Hayden Capital)
