Here are the most clicked items on Alpha Ideas this week:
Chemicals: Advantage India (AI)
Mega Trend: Pet Care (AI)
APL Apollo: Piping Hot (AI)
Welspun Corp: Scrappy Move (AI)
Thread: On low margin high return businesses (Ganesh Nagarsekar)
This is another great moment to buy stocks (Bill Ackman)
Bet on BET (AI)
Bollywood isn’t dead yet (Print)
Tax Effect (AI)
Why is Mukesh Ambani batting for stronger BSNL? (BW)
Some off beat reads for the weekend:
Amitabh Bachchan: Legend & Legacy (M J Akbar)
On Rahul Gandhi’s Bharat Jodo Yatra (Vir Sanghvi)
Gangland killings in Netherlands (Guardian)
The slow decay of the Conservative Party (Spiked)
Barack Obama still doesn’t get it (Jacobin)
The future of American Jews on campus (TOI)
The Sugar Babies of Stanford University (Nicola Buskirk)
Thread: How Demography is Destiny (Agenda Buster)
Thread: What the British found in Africa (Taz)
Swami Vivekananda: Guru to the World (Smithsonian)
Thread: Netaji & Durga Puja (Paper Clip)
Landslide at Kasauli (Fifty Two)
Thread: Vietnam through an Indian tourist’s eyes (Nikhil Narayanan)
Photographing Tigers in the wild (Team BHP)
Birding in Mizoram’s Phawngpui National Park (Mint)
Some stuff I am reading today morning:
SEBI orders shutting down of ratings agency Brickworks (BT)
World currency reserves shrink by $1 Trillion (BS)
Is the rally in ITC over? (Rediff)
Timken India’s innovation engine (Fortune)
How to do Business Analysis of Steel Cos (Dr Vijay Malik)
Thoughts on Draft National Electricity Plan (Intelsense)
Company: Suguna Foods (Forbes)
Is Elon Musk overpaying for Twitter (Sid Choraria)
Growth Investing ain’t about the rates (GMO)
Good Enough (Morgan Housel)