Here are the most clicked items on Alpha Ideas this week:
The unique case of India’s Cement Sector (Jigar Mistry)
Thread: Where are smallcaps now? (N Balaji)
Thread: Where are Nifty 50 Cos now (Gopal Kavalireddi)
The Perfect storm in Oil (Oil Price)
When do stocks bottom? (Irrelevant Investor)
Anuh Pharma: Public Dhulai (AI)
Amazon India Play (AI)
Nykaa: Hyperscaling B2B Business (AI)
JSW Steel: What wealth creation looks like (AI)
Dr Reddys: Ghabrana Nahi Hain (AI)
Here are the most clicked items on Alpha Ideas this week:
10 Year Returns (AI)
Thread: Analysis of Indian bear markets (Gurjot Ahluwalia)
India: We are like this only (AI)
The rise & fall of bad loans (AI)
Thread: Misallocation in IT companies (Ameya)
The LIC mystery (AI)
Charlie Munger’s Tenneco Bet (AI)
What the greatest investors in history did (Dakota Value)
Why we are not buying the dip in stocks (Blackrock)
Emerging Markets: Storm Warning (AI)
Here are the most clicked items on Alpha Ideas this week:
Marcellus: Kings of Under performance (AI)
HDFC: Wholesale Withdrawal (AI)
KEC: Why the next L&T failed (AI)
Adani’s Biggest Bet (Business India)
Nilkamal: Student Director (AI)
Data Patterns: Kasam Se (AI)
Muthoot Finance: By George ! (AI)
Trying too hard (Morgan Housel)
Buy when prices are falling (Bill Miller)
How we think about Cash (John Neff)
Here are the most clicked items on Alpha Ideas this week:
Urja Global: Stranger than Fiction (AI)
Chemical Stocks: High P/E Savdhaan (AI)
India’s best Financiers (Fortune)
Man Industries: Silent Violation (AI)
HDFC Bank: ESOPs Sahi Hain (AI)
Bank of Baroda: 10,000 Cr PBT (AI)
Dredging: Retirement Home (AI)
TaMo: Only EV PV game in town (AI)
Pakistan facing bankruptcy (ATimes)
How Freshworks is fighting the brutal tech meltdown (Forbes)
Here are the most clicked items on Alpha Ideas this week:
The strange case of Man Industries (AI)
HDFC Bank: ESOPs Sahi Hain (AI)
Tata selling Tata (AI)
India: Cash is King (AI)
Bloodbath on Wall Street (Zero Hedge)
On Axis MF front running (Free Fincal)
15 of the Craziest charts right now (Ben Carlson)
Natural Capsules: Nakal Karo Lekin Akal Se (AI)
Inflation in the neighbourhood (AI)
Paytm: ESOP Sahi Hain (AI)