Here are the most clicked items on Alpha Ideas this week :
Deepak Fertilizers Vs Chambal Fertilizers ( AI )
Status Check : Public Sector Banks ( AI )
TTML : 655 Cr Mistake ( AI )
Panacea Biotec : Vaccines for nothing ( AI )
Book Review : The Ambuja Story ( AI )
Sadhana Nitro : Quick Deal ( AI )
Adani Gas : Ab Tak Baavan ( AI )
Paragon : Rare Bookworm ( AI )
Dhyaani Inc : Dhyaan Do ( AI )
DB Realty : Unreal movement ( AI )
Some off beat reads for the weekend:
China’s loss of solders in the Galwan clash (ANI News)
Challenges facing China (George Soros)
Putin’s next move is an open question (New Yorker)
No weakness in NATO’s Eastern flank (Al Jazeera)
The Muslim world isn’t coming to save Uyghurs (Atlantic)
Changes afoot in Middle East (Arab News)
Why Canada’s truckers will lose (Unherd)
Thread: Western barbarism in the Congo (Vivek)
The emptiness of Hillary Clinton’s politics (Jacobin)
Britain’s most successful real estate agent (Guardian)
Sex & the Holy City (TOI)
Thread: India’s ancient mathematicians were religious (Jeysundhar)
Thread: On Netaji’s ashes in Japan (Vidya Nagaraj)
Thread: Spanish Laughing Guy Meme is the greatest meme ever (Trung Phan)
Drive: Arunachal Pradesh (Team BHP)
Yesterday, post market hours, DB Realty Ltd issued an exchange release which mentioned about investment of Rs.1,575 Crores into the Co, including a 400 Cr investment by Godrej Properties.
Interesting to see that the stock price of DB Realty was on a tear before the announcement.
What to call this- clairvoyance of the markets or something else?
Some stuff I am reading today morning:
Godrej Properties to invest 400 Cr in DB Realty (BT)
Adar Poonawalla’s diversification plans (Forbes)
Next Gen takes over in Emami (BS)
LIC ties up with Policy Bazaar (MC)
Stock Talk: Jubilant Foodworks (FE)
Sector Watch: Paints (Fortune)
Deep Dive: Spotify ( Patient Capital)
Markets are a beauty contest (Irrelevant Investor)
Fashion is just TikTok now (Verge)
You can’t buy past returns (MFO)
