Here are the most clicked items on Alpha Ideas this week:
15 Year SIP returns (AI)
ITC: 10 Blunders, 1 Arrogant Co (Manu Rishi Guptha)
On Modi’s path breaking reforms (Anantha Nageswaran)
5 Good News (AI)
Your wife knew it all along (AI)
WhiteHatJr & Byjus-Stop acting like Mafia (Pradeep Poonia)
India Fintech Market Map (AI)
Why I sold a great investment (Larissa Fernand)
Theme Parks Vs Theatres (AI)
Terry Smith on picking winners (AI)
Some off beat reads for the weekend:
Ideology in Xi Jinping’s China (John Garnault)
Why is China threatening Indian media on Taiwan (Organiser)
The endgame in Bastar (Open)
Kamala Harris and the other 1 % (Dinyar Patel)
What Turkey did to its Christians (Common Weal)
What working at Stripe has been like (Kalzumeus)
10 things to remember while buying health insurance (Vinay Mimani)
Rahul Tewatia and the romance of struggle (ESPN)
Profile: Mehmood (Hemant Morparia)
Profile: Ramnath Goenka (Nandita Singh)
The Mirpur massacre of 1947 (SAHF)
Stones of Silence : Ladhak & Beyond (Sunday Guardian)
On Lothal (Nikunj Pandharikar)
What’s a rule that was implemented that massively backfired? (Trung Phan)
What Sushi teaches us about Life & Career Success (Radman Tahmasebi)
Source : Economist
Some stuff I am reading today morning:
All eyes on Vedanta delisting (FE)
Interview with Nirmala Sitharaman (Rediff)
PayTM Vs Google (Reuters)
Madras Stock Exchange in 1994 (Vijay)
Interview with Palladium’s Gayatri Ruia (Forbes)
Interview with Bill Nygren (Guru Focus)
Musings of a frustrated value investor (Vitaliy Katsenelson)
Some investing stuff I changed my mind about (Common Sense)
Disney: Unleash the mouse (Prof Galloway)
May 2019 Presentation : Chinese Tech Landscape Review (Epic)