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Alpha Ideas turns Ten (AI)
A Warning Sign (AI)
Bharti: What Operating Leverage looks like (AI)
Why some celebrities failed with money (Niteen S Dharmawat)
Shanti: 10x SME Style (AI)
Absurd valuations of Oyo (Doomberg)
Adani: Only SBI (AI)
Ramco: Disclosure Ka Disclosure (AI)
Aditya Puri questions business model of Paytm (MC)
The rise of sophisticated investors (Forbes)
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Steel Boom (AI)
Time Techno: Substitution Beneficiary (AI)
Maharashtra Builders threaten to halt construction (FPJ)
Thread: Investing in Cyclicals (Jiten Parmar)
Thread: Analyzing a real estate co (Mihir Patki)
Mega Trend: India Ethanol (AI)
Covid: Good for business (AI)
Paytm: Confusing Clarification (AI)
Paradoxes of Life (Sahil Bloom)
How People think (Morgan Housel)
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The Brightcom Story (AI)
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KRBL: Iran deal beneficiary (AI)
What a Black Swan Event looks like (AI)
Thread: HDFC Group Cos (Aditya D Shah)
Thread: Managing a concentrated portfolio (Shortsighted Capital)
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Rajapalayam: Ramco Bharose (AI)
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Auto Market Outlook-India (AI)
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What the West gets wrong about Putin (Unherd)
The worst thing you can do right now (TRB)
Tata’s OTT play (Forbes)
A bear market for stocks (Irrelevant Investor)
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Alpha Ideas crosses 50 Million Page Views (AI)
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Nirlon: Good to be a Mumbai landlord (AI)
Private Capex: Two Examples (AI)
Thread: Rajiv Jain bro (Intrinsic Compounding)
Apollo Micro: From Sea to Sky (AI)
Zoom Out (AI)
How we bag multibaggers (Aequitas)