Here are the most clicked items on Alpha Ideas this week:
Isec : Transformation to marketplace ( AI )
GSFC : Clean & Green ( AI )
Multiplex : No 1 Barrier to Entry ( AI )
Chart : SaaS > IT Services ( AI )
India : Price to Sales ( AI )
Tailwinds for Organized Developers ( AI )
Put these charts on your wall – 2021 edition ( CA )
Only 2 things matter ( Kiran D )
Wealth without Work ( DR )
Four specialty chemical stocks to buy ( FE )
Some off beat reads for the weekend:
Why Modi wins (M J Akbar)
The pain of watching Afghanistan fall (Zarlasht Halimzai)
Karachi Vice: Life & Death in a divided city (Guernica)
How Istanbul became the Silicon Valley of mobile gaming (ROW)
The men who built Infosys (Fifty Two)
The myth of Angela Merkel (Spiked)
How Mihir Sen was targetted by Jyoti Basu (The Print)
How the US neutralized the Army of Shah of Iran (Ashkan Etemadi)
How Vipassana shaped my success story (Yuval Noah Harari)
The Moon is leaving us (Atlantic)
The lobby that wants to keep Nathuram Godse alive (Makarand Paranjape)
The iconography of Ganesha (Hindu Ascetic)
What modern India owes its Maharajahs (Manu Pillai)
The Faker (Truly Adventurous)
Travelogue: Drive to Spiti Valley (Team BHP)
Some stuff I am reading today morning:
Domestic gas price up 62% (FE)
Monsoon to withdraw from Oct 6 (BS)
Why China’s power crunch is a big deal (CNBC)
NCLT directs Zee to consider EGM (CNBC)
Indigo is pushing Spicejet, one station at a time (MC)
Thread: GSFC (Dr Prashant Mishra)
BAF- Balanced Advantage Fakery (MF Critic)
Interview with Jeremy Grantham (Markets)
Research: Value Traps & Deep Learning (Euclidean)
Dangerous Feelings (Morgan Housel)
