Here are the most clicked items on Alpha Ideas this week:
TiO2: Meghmani Vs Adani (AI)
Nykaa is now Naeka (AI)
The coming boom in apparel exports (AI)
On International Diversification (Rajeev Thakkar)
ICICI Pru: New Mix (AI)
BEPL: Capacity without Capex (AI)
LTTS: Electric Air Taxis (AI)
12 Imp Lessons I learnt from ‘Just Keep Buying’ (Mr Stingy)
How Dynasties rule Bollywood (Kaveree Bamzai)
The problem with old time Value Investors (Aswath Damodaran)
Some off beat reads for the weekend:
How Dynasties rule Bollywood (Kaveree Bamzai)
How Oxford Union created UK’s current political ruling class (Guardian)
Iran’s Supreme Leader in waiting (Arab News)
Inside Pakistan’s tech investment boom (ROW)
Sri Lanka & the IMF (Indi Samarajiva)
The neo-Nazi Azov Battalion (TOI)
The Taliban were Afghanistan’s real modernizers (Palladium)
How the Ukraine war saved Orban (Unherd)
Islam & the making of the West (Spiked)
Thread: War in Taiwan (Tong Zhao)
The Peanut King (Guernica)
Big Tech has no power at all (Gray Mirror)
Thread: Combined Arms Warfare (Andrew Fox)
The return of Bali’s lost super food (BBC Travel)
Pravin Patel, Hydroponics pioneer (Better India)
Some stuff I am reading today morning:
Reliance Industries stock at all time highs (FE)
Fed hints 50 bps rate hike in May (CNBC)
The battle for IPL media rights (BS)
Startup: Yogabar (Forbes)
Company: Lohia Aerospace Systems (BW)
Investing & Madras irreverance (Anand Sridharan)
Investors should move to a radical 25-25-25-25 porfolio (Jeff Gundlach)
Asset Allocation drives returns (Novel Investor)
Elon Musk secures funding for Twitter bid (MC)
Bill Ackman’s $400 Million loss in Netflix (Variety)
