Here are the most clicked items on Alpha Ideas this week:
Alpha Ideas 20 20 Meet (AI)
Billion Dollar Mistake (AI)
Budget is a hogwash (Vijay Kedia)
Neelkanth Mishra: Where to hide (AI)
Balaji Amines: Bleak but Bullish (AI)
Tutorial Point: Adsense Nonsense (AI)
When Walmart got a $ 10 Billion Phone Pe Surprise (BS)
Investors confused with Mirae Asset AMC (The MF Guy)
The 5 Principles of good capital allocation (Michael Mauboussin)
How India’s middle class is saving Thai Tourism (BS)
Some off beat reads for the weekend:
Iran is right (Slate)
State Capture in South Africa (Guardian)
African Americans & the Moon Landing (Smithsonian)
The Texas Town that bet on Bitcoin and lost (Wired)
A Cultural Survey of the Economy (Bibek Debroy)
The rise of Aaditya Thackeray (DailyO)
Is Arif Mohammed Khan BJP’s next Presidential nominee ? (DailyO)
Goa, Goan , Gone (Swarajya)
What to do if bitten by a snake (Better India)
My favourite smell (J Mathrubootham)
Notes on a Suicide (Rana Dasgupta)
Indulekha: A pioneering Malayalam novel (LHI)
The thwarted promise of 1857 (Manu Pillai)
The Goan ‘Susegad’ (BBC Travel)
Moscow Diary (Outlook)
Some stuff I am reading today morning:
Gold price hit all time high in India (FE)
Did Indigo mislead investors? (Mint)
Adani’s new ‘big money maker’ plan (BS)
KPR Mills cancels buyback (ET)
FDI Cap in Insurance Companies likely to be 74% (MC)
Company Profile: Team Lease (OB)
Interview with Bhushan Kumar, T Series (BT)
How to find opportunities in Micro Caps (AM)
Interview with Michael Maubooussin (Farnam Street)
Is your information any useful? (TRB)