Here are the most clicked items on Alpha Ideas this week:
The fall of the NBFCs (AI)
Swimming Naked: Anil Kumar Goel Edition (AI)
How I invest my own money (Radhika Gupta)
Market Meltdown, the Virus and our Actionables (VP)
Sirf Indigo bachega (AI)
ITC – Is ‘Capital Misallocation’ a narrative fallacy or a reality? (Ahmed Madha)
India is # 1 (AI)
Not for the faint hearted (AI)
Berkshire Hathway and the Corona Virus Crash (Rational Walk)
Watch what the Chinese do (Bronte Capital)
Here are the most clicked items on Alpha Ideas this week:
Alpha Ideas turns 8 (AI)
Mumbai real estate prices will crash (MC)
The coming NBFC crisis (Print)
Woh 2008 Wala Feeling (AI)
Everything you wanted to know about Kotak Mahindra Bank (Stocks & Biceps)
Mutual Fund Sahi Hai (AI)
How will the Coronavirus end? (Atlantic)
Chinese Virus and Indian markets (Muthu)
PSU Stocks: Dumb Ducklings or Super Bargains (Ventura)
The Ultimate Accomplishment (AI)
Here are the most clicked items on Alpha Ideas this week:
Ajay Piramal on the Housing Finance business (AI)
Most important lessons from a crash (Subramoney)
Kitex Garments: No fishy business (AI)
PPF beats Modi beats Trump (AI)
This is one of the best buying opportunities of a lifetime (Bill Miller)
Modi did what Trump/Xi couldn’t (Makarand Paranjape)
Is it the right time to bottom fish on Dalal Street? (BT)
Dear RBI Governor, why save the bullet? (Tamal Bandyopadhyay)
Our Performance (Ray Dalio)
Stocks are worthless pieces of paper (AI)
Here are the most clicked items on Alpha Ideas this week:
What I learnt from R K Damani (AI)
Prepare for a mammoth recession (ET)
Credit and funding markets are starting to crack (J P Morgan)
New Corona Virus Case (AI)
Inside the house that Rana Kapoor built (Mint)
Deepak Nitrite seeks 370 Cr in damages from ex staffer (TOI)
Cost of doing business in India (AI)
Time is a friend of SIPs (AI)
How Buffett holds (Focussed Compounding)
The Scindia Revolt (Open)
Here are the most clicked items on Alpha Ideas this week:
The Valuation Disaster of SBI Cards (Anurag Singh)
On India’s retail credit boom (Malini Goyal)
Yes Bank: Bye, Bye Shareholders (Subramoney)
When the target is Re 1 (AI)
Buy, Sell or Hold ? (AI)
Hyper Growth or Growing Hype (AI)
The looming corporate debt crisis (BS)
Sheetal Cool: Catch Them Young (AI)
Don’t be a hero (Ramesh Damani)
Transcript of Prashant Jain’s Conference Call (DropBox)