Some stuff I am reading today morning:
Paytm raises revenues by 40% (MC)
Online biz model gaming is unviable (Fortune)
FMCG firms turn focus to spices for growth (FE)
India’s Hub ambition (Money Life)
On attrition in Banks (Forbes)
Smallcap: Iris Business Services (Bull Bull)
The Company you keep (Humble $)
The case for hard assets (Felder Report)
Reducing the Risk of Momentum Crashes (Alpha Architect)
The Comfort Crisis (Mr MM)
Here are the most clicked items on Alpha Ideas this week:
Mega Trend: India Wealth Management (AI)
Adani: What Wealth Creation looks like (AI)
Rich and Anonymous (Morgan Housel)
A blueprint for 10 Baggers (BBS)
Some of our best businesses don’t grow (Buffett)
Sodhani: Its a Sixer (AI)
Welspun: Spin World (AI)
Can India’s Social Stock Exchange succeed (Forbes)
Its raining orders for small electric bus manufacturers (FE)
Chandra’s Coup (AI)
Some off beat reads for the weekend:
Patnaik, Pandian & Odisha Politics (Secretariat)
Manipur: Kukis Vs Meiteis (Swarajya)
Pakistan is sinking into economic unviability (Dawn)
Russian fortifactions present an old problem (Engelsberg)
China’s ‘useful idiots’ in the West (ORF)
My lament for Khartoum (Guardian)
Iran in Latin America (TOI)
Modi in Paris (RT)
Turkiye’s Syria Policy (Crisis)
The far right is on the rise in Europe (Al Jazeera)
New York City has lost the War on Rats (Baffler)
The 1807 Copenhagen Expedition (NAM UK)
Thread: How to win on Wall Street (Ahmed)
Travelogue: Costa Rica (Mint)
Drive: Sikkim (Team BHP)
