Here are the most clicked items on Alpha Ideas this week:
Reliance Retail: What Scale looks like (AI)
Book Review: Being Relevant (AI)
Charlie Munger on Shorting (AI)
Jim Chanos: How I invest (AI)
Thread: Beware Madhavbaug users (Dr Prashant Mishra)
Thread: Notes from 2023 TIA 20-20 Meet (Askhat Jain)
The dismal reality behind IIT placements (MC)
The next BIG Theme (Savant Wealth)
ResGen: Running on Zero (AI)
How it all works (Morgan Housel)
Here are the most clicked items on Alpha Ideas this week :
Why I bought Ambuja Cement ( Samir Arora )
Bear cartel attack on Adani group ( BL )
Deconstructing the Adani affair ( Aswath Damodaran )
Budget Impact on REITs & InvITs ( AI )
IRCON : Akele Hum ( AI )
USL : Think Pink ( AI )
Odisha : The Land of Krsnaa ( AI )
PPFAS note on Coal India ( Crazy Naval )
Tata Steel : 2x ( AI )
11 things that 0% interest rates caused ( YM )
Here are the most clicked items on Alpha Ideas this week:
Why Fund Managers missed Adani (AI)
Another Epic Exit (AI)
US Recession Indicator is flashing red (AI)
Thread: Takeaways as a Microcap Investor (Gunavanth Vaid)
PMS Scheme’s returns trail Nifty (FE)
Shoppers Stopping (AI)
Pidilite: No bond with growth (AI)
MapMyIndia after the IPO (Forbes)
Appalling Reality of Shorting (AI)
My 8 Best Techniques for evaluating Character (Ted Gioia)
Here are the most clicked items on Alpha Ideas this week:
SIP: Ruk, Ruk, Ruk (AI)
Sonam Kapoor bares reality of Mumbai realty (MC)
The Art & Science of spending money (Morgan Housel)
TTK: Why brands exist (AI)
NTPC: Cell Shocked (AI)
Rashesh Shah: The Wealth Management Opportunity (AI)
What’s your entry P/E ? (AI)
ICICI Bank’s murky bailout of Lanco (Money Life)
Cyient: Billion $ Baby (AI)
6 Mutual Funds degrow (Fortune)
Here are the most clicked items on Alpha Ideas this week:
Landmark: Mercedes Bend (AI)
Insights into the Paint Industry (AI)
Kenneth Andrade: Your age matters (AI)
Abans: Bondage (AI)
Bharat Forge 2.0 (AI)
How much time should you spend thinking of your portfolio (Buffett)
Why competitive advantages die (Morgan Housel)
How Nobroker.com changed real estate (BI)
KFIN: Andar Bahar (AI)
Arihant : WC Lesson (AI)