Here are the most clicked items on Alpha Ideas this week:
Alpha Ideas crosses 50 Million Page Views (AI)
HUL: Baap Baap Hota Hai (AI)
Embassy REIT: Maan Gaye (AI)
Shocking developments at NSE (BL)
Nirlon: Good to be a Mumbai landlord (AI)
Private Capex: Two Examples (AI)
Thread: Rajiv Jain bro (Intrinsic Compounding)
Apollo Micro: From Sea to Sky (AI)
Zoom Out (AI)
How we bag multibaggers (Aequitas)
Some off beat reads for the weekend:
Shah Bano 2.0 (Open)
Winning elections bigger than dynasties (Vir Sanghvi)
US Army is not ready for a war with Russian Army (SWJ)
Inside the Taliban’s return to power (Guardian)
Justin Trudeau’s phony dictatorship (Unherd)
The rise of antisemitism in Europe (TOI)
Demolitions in Nairobi (Jacobin)
Spotify in Pakistan (RoW)
France is living in Zemmour’s world (Palladium)
Thread: Why Stalin purged the Old Bolsheviks (Kamil Galeev)
Dr. Subramanian & Ludhiana Basketball Academy (Fifty Two)
Thread: Vasudev Balwant Phadke (Sadaa Shree)
Pune Engineers helps 26 Villages become drought free (BI)
Thread: My wife’s transformation (KA)
The story of how I met my education (Nisha Susan)
Some stuff I am reading today morning:
2022 salary hikes to hit 6 year high (Fortune)
Govt moves ahead on National Hydrogen Mission (MC)
SEBI alleges NSE MD ran a money making scheme (BS)
Why Saudi Arabia is refusing to hike oil output (CNBC)
LIC’s IPO weighing on other insurers (BW)
Startup: 10Club (Forbes)
Charlie Munger on Crypto (FE)
Pershing Square Annual Investor Presentation (PSCM)
How do investors fail? (Nick Maggiulli)
Investors should ignore major macro events (BI)
