Here are the most clicked items on Alpha Ideas this week:
Why Fund Managers missed Adani (AI)
Another Epic Exit (AI)
US Recession Indicator is flashing red (AI)
Thread: Takeaways as a Microcap Investor (Gunavanth Vaid)
PMS Scheme’s returns trail Nifty (FE)
Shoppers Stopping (AI)
Pidilite: No bond with growth (AI)
MapMyIndia after the IPO (Forbes)
Appalling Reality of Shorting (AI)
My 8 Best Techniques for evaluating Character (Ted Gioia)
Some off beat reads for the weekend:
West is ‘In a War with Russia’ (Viktor Orban)
India’s indifference to Pakistan (M J Akbar)
Pakistan’s dark age (Al Jazeera)
Croatia’s ties with Nazism (TOI)
Brazil :Bolsonaro’s long shadow (Baffler)
Vietnam’s Red Napoleon (Palladium)
Amsterdam’s Under Water Garage (Verge)
The Native Americans who visited Europe (Smithsonian)
Humans Vs Elephants in Hassan (Fifty Two)
Thread: Savitribai Phule was a British missionary (True Indology)
Society weddings in Pakistan (Dawn)
On Fauda’s global journey (Mint)
Thread: Book Launch Strategy of ‘Atomic Habits’ (Rahul Mathur)
Grand Palaces of India (LHI)
Thread: The first known writer in human history (CT)
Some stuff I am reading today morning:
Indian stock markets moving to T+1 from today (FE)
How Adani is pulling the biggest con in Coporate History (Hindenburg)
Adani Response: Myths of a Short Seller (Adani)
90% of traders in F&O post losses (SEBI)
Zomato stock price continues to plunge (BS)
KM Birla: 5 Trends that will have a multi-year impact (BT)
Policy Bazaar after the IPO (Forbes)
The easiest way to spot a bubble (Onveston)
State of the Bubble (Jeremy Grantham)
World War III: Has it begun? (DR)
