Here are the most clicked items on Alpha Ideas this week:
A Crore ain’t what it used to be (AI)
HDFC AMC: The beginnings (AI)
Indian Mutual Funds under perform massively (SP Global)
Adani Data Centre: 10 Year Roadmap (AI)
Taxman to access capital gains data directly from FY22 (ET)
Chart: India Hospitals (AI)
Steeling the limelight (AI)
Predicting stock returns using a simple model (Alpha Architect)
Mega Trend: India Urban Vs Rural (AI)
Why Zerodha is not raising money (Nithin Kamath)
Some off beat reads for the weekend:
How Bill Hwang lost $ 20 Billion in 2 days (Business Week)
The strange peer pressure to start a startup (Manu Joseph)
The New Establishment (Sanjay Baru)
Mumbai is a cash cow for Maha Vasooli Aghadi (FPJ)
The genocide of Hindus in Bangladesh (Tulsi Gabbard)
Understanding the Arab response to Bangladesh war (Dhaka Tribune)
The Havana Job (Truly Adventurous)
I called off my wedding. The Internet will never forget (Wired)
The racism racket (Joanna Williams)
When the Sri Harmandir Sahib disappeared (LHI)
Bahadur Shah Zafar : The last great traitor (DD)
On Friendship (Atlantic)
On Pune’s iconic Chitale Bandhu (BI)
Kalimullah Khan – The Mango Man of India (Atlas Obscura)
What a tiny masterpiece reveals about truth & beauty (NY Times)
Hat Tip : MR
Some stuff I am reading today morning:
India Mutual Funds massively underperform ( SPGlobal)
PM Modi discusses Covid situation with CMs ( BS)
Summer of discontent back to haunt India’s airlines (Rediff)
Piramal Glass starts new journey with Blackstone (Forbes)
Did PayTM just bury corporate governance? (Entrackr)
Nearly 95% of Indian stocks have positive momentum (Prashanth)
On Probability (Lucky Maverick)
Revenge of the Winklevii (Forbes)
A Conversation with Bill Ackman (Havard)
On starting a fund management business (Neckar)