Some stuff I am reading today morning:
ED: Amway India siphoned off 2,859 Cr (Fortune)
SEBI chief against investor investor in F&O (FE)
NSE is India’s Las Vegas (BT)
IPO Review: IREDA (MC)
Company: Havells (Forbes)
Funding winter for startups to end by March (Rediff)
Interview with Vishal Khandelwal (Morningstar)
The myth of “cheap” shares (Terry Smith)
On the OpenAI fiasco (Stratechery)
The Full Reset (Morgan Housel)
Some stuff I am reading today morning:
On India’s loss (Rahul Dravid)
India to have 1900 GCCs by 2025 (Fortune)
Western cos are pulling Billions of $ out of China (BBC)
AI: The Coming Revolution (Coatue)
The death of smallcap Equities (Verdad)
9 income sources of Salman Khan (FE)
Clearing the air around FIRE (Morningstar)
The best time to diversify (Charlie Bilello)
Survival of the fittest mind (Ed Thorp)
Here are the most clicked items on Alpha Ideas this week:
Carysil: Let that sink in (AI)
Bosch: Jane Kahan Gaye Woh Din (AI)
Steel: China=9 (AI)
Think Small (AI)
VST: Shareholders Vs Directors (AI)
10 Predictions for the coming decades (Vinod Khosla)
Thread: 3 Diwali Picks (Caprize)
MTAR: See the future (AI)
IT Services Vs ER&D Services (AI)
Maha Bank: Gold Rush (AI)
