Top Clicks on Alpha Ideas this Week

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

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)


Weekend Mega Linkfest: 30 July, 2021

Some off beat reads for the weekend:

The biggest untold story about the Olympics (Gaurav Sabnis)

Why Angela Merkel has lasted so long (Spiked)

Violence may return to N Ireland (RT)

The Hundred Years War of Arab propaganda (TOI)

The Gaza ceasefire is shaky (Al Jazeera)

Mandela’s dream for South Africa in ruins (New Yorker)

The return of South Africa’s militias (Unherd)

When Denmark criminalised kindness (Granta)

The redundancy of Farmer’s agitation (Open)

Chasing Off-Kilter Friendships in Tokyo (Nat Geo)

The British shipwreck that changed the world (BBC)

Lankeshwari: The Odia Goddess from Lanka (LHI)

Sivapada in Cambodia (Hindu Aesthetic)

Murder in Whip City (Truly Adventurous)

Remembering Jagdish Raaj (Ajay Mankotia)


India Diagnostics : Competition Landscape

Source : RHP of Krsnaa Diagnostics Ltd

MegaTrends Music

Mega Trend : Music Streaming

Source : FT

Linkfest: 30 July, 2021

Some stuff I am reading today morning:

US Economy returns to pre-pandemic level (BS)

Privatisation of Govt Insurers gets Cabinet nod (Rediff)

Tatva Chintan sees best listing gains of 2021 (MC)

On AB Group’s plans for Vodafone Idea ( CNBC)

Why I exited from VST Industries (Dhiraj Dave)

How BlackBuck turned into a trucking unicorn (Forbes)

Crypto Bank Cashaa set to launch operations in India (BT)

The benefits of Sin Stocks (Alpha Architect)

The Thai Home Food Delivery Industry ( Murray Hunter )

Can’t be bearish (Irrelevant Investor)