Categories
Links

Linkfest: 25 July, 2023

Some stuff I am reading today morning:

Instant settlement in stock markets (BT)

ITC Board approves demerger of Hotels Biz (Fortune)

Reliance partners Brookfield for data centre business (Rediff)

Twitter has become X (The Street)

15 Smallcaps that are favourites of Mutual Funds (MC)

Startup: PhysicsWallah (Forbes)

Another Bubble (Daily Reckoning)

The One Enduring Investment Strategy (Charlie Munger)

You never know with the restaurant biz (Herb Greenberg)

The Trillion $ scam (Yahoo)

Categories
Observations

Older than the Republic

Categories
Chart

Slowing China

Source : Wall Street Journal

Categories
Links

Linkfest: 24 July, 2023

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)

Categories
TopClicks

Top Clicks on Alpha Ideas this Week

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)