Here are the most clicked items on Alpha Ideas this week :
Why I bought Ambuja Cement ( Samir Arora )
Bear cartel attack on Adani group ( BL )
Deconstructing the Adani affair ( Aswath Damodaran )
Budget Impact on REITs & InvITs ( AI )
IRCON : Akele Hum ( AI )
USL : Think Pink ( AI )
Odisha : The Land of Krsnaa ( AI )
PPFAS note on Coal India ( Crazy Naval )
Tata Steel : 2x ( AI )
11 things that 0% interest rates caused ( YM )
Some off beat reads for the weekend:
How America took out the Nord Stream Pipeline (Seymour Hersh)
Why Ajit Doval met Vladimir Putin in Moscow (DailyO)
Turkish Earthquake & Erdogan (Guardian)
What is happening in Gwadar? (Dawn)
US-China War by 2025 (RT)
Everywhere Berlin (American Conservative)
Pervez Musharraf, the Accidental Dictator (M J Akbar)
The making of the Kargil disaster (Dawn)
Thread: Jallianwala Bagh of the South (Bharadwaj)
How people behave after a major earthquake (Manu Joseph)
Why Indian police shut down cities for VVIPs (Vir Sanghvi)
How Hindu Temples are being harassed in Kerala (Swarajya)
Thread: Why is India the most populous country? (Tomas Pueyo)
Why 2023 is the Year of Millets (BBC Travel)
Thread: Mughal-E-Azam (The Paperclip)
Some stuff I am reading today morning:
Inside story of bear attack on Adani stocks (BL)
Equity funds log inflow of 12,000 Cr in Jan 2023 (BS)
Twitter Blue subscription launched in India (Fortune)
Stock Talk: Sula Vineyards (Intelsense)
Thread: Surya Roshini (Caprize)
ITR filing rules for children (FE)
Interview with Jurrien Timmer (Barrons)
Interview with Taher Badshah (Rediff)
Entertainment Vs Investing (Common Sense)
The kind of investor who will find the most success (Michael Burry)