Here are the most clicked items on Alpha Ideas this week:
The unique case of India’s Cement Sector (Jigar Mistry)
Thread: Where are smallcaps now? (N Balaji)
Thread: Where are Nifty 50 Cos now (Gopal Kavalireddi)
The Perfect storm in Oil (Oil Price)
When do stocks bottom? (Irrelevant Investor)
Anuh Pharma: Public Dhulai (AI)
Amazon India Play (AI)
Nykaa: Hyperscaling B2B Business (AI)
JSW Steel: What wealth creation looks like (AI)
Dr Reddys: Ghabrana Nahi Hain (AI)
Some off beat reads for the weekend:
Paradigm Shift: A State Govt may fall for not being Hindutva enough (Swarajya)
MLAs are political entrepreneurs (Vir Sanghvi)
How Korean pop group BTS became bigger than Beatles (New Yorker)
The King of Kowloon (Guardian)
Enviromentalist in North Korea (Palladium)
Bread & Conflict in Ukraine (Zocalo)
Ukraine’s neo-Nazi Azov Battalion (RT)
Russia & Iran have united against the West (Ali Ansari)
Remembering the unglorious Lebanon War (Times of Israel)
Uneasy peace in Afghanistan (Dawn)
How Facebook has become Mexico’s favorite Food Delivery app (ROW)
The real reason why Pakistan banned Rehman’s book on 1971 War (Open)
Saketh Rajan: Naxalite in Karnataka (Fifty Two)
Six of India’s most luxurious train journeys (Better India)
Burdwan: A peep into history (Team BHP)
Some stuff I am reading today morning:
India stares at fuel shortages (Rediff)
India’s Russian oil imports jumps 50 times (BT)
India at WTO ministerial meet (FE)
DHFL lenders await SC decision (BS)
What is hurting Nazara Tech? (MC)
Tata Technologies puts India in semiconductor spotlight (ZH)
Is Zoom undervalued? (Sid Choraria)
Investing in index funds for next 20-30 years (Free Fincal)
Russia will win the war (Daily Reckoning)
Conversation at Panmure House (Howard Marks)