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A Master Class on the Pre IPO Market (AI)
Glenmark Life: Missing MFs (AI)
A tale of two Mahindras (AI)
Rakesh Jhunjhunwala on Zomato valuations (Fortune)
Voda Idea: What desperation looks like (AI)
Is Dainik Bhaskar clean? (Hawk Eye)
Indigo in a Do or Die situation (BT)
Why is China smashing its tech industry (Noah Smith)
India Diagnostics: Competition Landscape (AI)
Reality Check (Anand Sridharan)
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Tanla: Above Rule of 40 (AI)
DMart: Frugal Beginnings (AI)
Thoughts on the Just Dial deal ( Bhavin Shah)
Stock Talk: IB Real Estate (Phoenix Capital)
Nifty in last 20 years ( Dhruvesh Sanghvi)
Watch out below (AI)
MRF: What steady growth looks like (AI)
Syngene’s winning formula (Fortune)
Jim Chanos on Value Traps (AI)
Unilever: High Inflation Ahead (AI)
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Nobody knows nothing (AI)
How retail frenzy is driving the markets (MC)
Maruti: Curb your enthusiasm (AI)
The Biggest Risk (AI)
Gambling Vs Speculation Vs Investment (AI)
Can Investing become the most common job of the 2000s? (Balaji)
On LIC policies (Ravisutanjani Kumar)
Thread: VST Tillers (Ashish Khokha)
30 Years later, Rao’s reforms endure (Rediff)
Too Smart (Morgan Housel)
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What Sector Consolidation looks like (AI)
Orchid Pharma: 72% Discount (AI)
PEL: What longevity of compound looks like (AI)
Mega Trend: India’s Gas Revolution (AI)
Random Portfolio up 200% since March 2020 (Nooresh)
What we found interesting in Q4FY21 Concall transcripts (DSP)
Reliance: Ek, Do, Teen, Char (AI)
Reliance: Always be Investing (AI)
Adani Logistics: Warehousing Intent (AI)
Imagine (AI)
Here are the most clicked items on Alpha Ideas this week:
What a Bull Market looks like (AI)
Adani: Ghabrana Nahi Hai (AI)
Fully Priced (AI)
The story of ITC (Manu Rishi Guptha)
Stock Talk: Rajshree Polypack (Value Pickr)
Big Change is Coming (AI)
We are like this only (AI)
Nifty 50 Sector Weights (AI)
Presentation: Equity Markets & Real Economy ( Kuntal Shah)
Zerodha Founder Nikhil Kamath cheats against Vishy Anand (Chess24)