Here are the most clicked items on Alpha Ideas this week:
Don’t align with unaligned owners (AI)
Pharma’s 90% Problem (AI)
3 leading brokers under investigation (BS)
Notes from my travels to US (Sunil Singhania)
Over confidence is getting the better of HNI stock calls (Forbes)
GNFC: Don’ ask, Don’t tell (AI)
The best investment strategy is the same (Prem Watsa)
Vesuvius: Only L1 matters (AI)
Return of industrial stocks (Fortune)
Mankind: Chat IPO, Pat IT (AI)
Source: Pulak Prasad, What I Learned About Investing from Darwin
Some stuff I am reading today morning:
Japan stocks surge to highest since 1990 (CNBC)
SEBI to crackdown on suspicious trading (BS)
India can lead the Web 3.0 Revolution (Forbes)
M&A deal volumes plummet by 90% (BW)
L&T Finance joins the big league (BI)
On Zero-Day Options (Yahoo Finance)
One of our favourite chart patterns (Climateer)
On the AI bubble (Daily Reckoning)
Second Order thinking (Bob Seawright)
How the US film industry mitigates financial risk (CEPR)
ESDM- Electronic System Design & Manufacturing
Source: Investor Presentation of Kaynes Technology India Ltd
