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TopClicks

Top Clicks on Alpha Ideas This Week

Here are the most clicked items on Alpha Ideas this week:

Yes Bank creates history (AI)

Raamdeo Agarwal: How I got a 100 Bagger (AI)

Radha Kishan Damani: The best time to invest (AI)

Book Review: Master Class with Super Investors (AI)

Amusing advice from Saurabh Mukherjea (AI)

Low P/Es …Markets knoweth why (AI)

Vijay Mallya’s Offer (AI)

Story over at Eicher Motors? (Mint)

Picture abhi baakhi hain (AI)

Random portfolio down 20%-40% (Nooresh)

Categories
Links

Weekend Mega Linkfest: 07 December, 2018

Some off beat reads for the weekend:

The friendship that made Google huge (New Yorker)

Interview with Imran Khan (Washington Post)

A sloppy hatchet job on Modinomics (Anantha Nageswaran)

On Maratha Reservations (Caravan)

Reconsidering the Jewish American Princess (Vox)

Riots in France (New Yorker)

Seoul-Tokyo brawl (ATimes)

The inspiring story of a Maharashtra Farmer (BI)

Babur, Baburnama & Babri (Madras Courier)

Learning to be properly married (Mint)

Naturally Stupid (Media Crooks)

Metallica’s Whiskey (Esquire)

Travelogue: Iran (Daily O)

Mumbai Notebook (Anil Dharker)

Remembering George H W Bush (Mikhail Gorbachev)

Categories
Sellside Research

HFCs : Unviable Business?

Source: Ambit Research Report

Categories
BookExcerpt

Rajashekar Iyer on Leverage

From Rajashekar Iyer’s interview in the Book ‘Master Class with Super Investors’

Categories
Links

Linkfest : 07 December, 2018

Some stuff I am reading today morning:

US strikes at heart of ‘Made in China’ (Nikkei Asia)

10.64% Edelweiss Finance NCDs (Basu Nivesh)

HCL Technologies buys IBM Software assets (Mint)

Centre eyes $60 Billion in agricultural exports (BS)

RP-SP Group expects 10,000 Cr turnover from snacking (BL)

Dilip Sanghvi’s secret cost investors 11,000 Cr (BQ)

Noel Tata may be new chief of Tata Trusts (FC)

Shivinder Singh assaults Malvinder Singh (BT)

Why investors should watch Mutual Fund Flows (Morningstar)

Don’t ignore the yield curve (Macro Tourist)