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TopClicks

Top Clicks on Alpha Ideas This Week

Here are the most clicked items on Alpha Ideas this week:

What Wealth Creation looks like (AI)

Book Review: The Moonshot Game (AI)

PEL: Business begins at home (AI)

How Subhash Chandra made his fortune (AI)

Glaxo Pharma: What Wealth Destruction looks like (AI)

High Court proposes ban on NRIs buying houses in India (ET)

The greatest short squeeze of all time (TRB)

10 blue chips with zero returns for a decade (Nooresh)

China’s collapse has only begun (Daily Reckoning)

Vested Interests (Subramoney)

Categories
Links

Weekend Mega Linkfest: 07 February, 2020

Some off beat reads for the weekend:

Cornavirus tests China (Time)

All you wanted to know about the Bodoland Accord (Guwahati Times)

How McKinsey destroyed the Middle Class (Atlantic)

How Carlos Ghosn escaped Japan (SCMP)

History: The Battle of Diu (IWTK)

The uneasy birth of India’s Constitution (Tripurdaman Singh)

I used ransomware to sabotage my boss (Bloomberg)

As Amma lay dying (Vaasanthi)

The Bhujia King (Mint)

Kashmir Day in Pakistan (Naila Inayat)

Agra: Beyond the Taj (LHI)

Video: The Empty Streets of Wuhan (ATimes)

Shikara: The struggle against forgetting (Rahul Pandita)

My life goes up and down like Stock Market (J Mathrubootham)

China Diary (Vaswati Dasgupta)

Categories
History

Hitler & the Markets

Interesting Blast from the Past which tells us markets aren’t the great future discounting machine we think it is.

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Chart

Top Ten

Source: Benedict Evans

Categories
Links

Linkfest: 07 February, 2020

Some stuff I am reading today morning:

RBI realizes it’s bigger than it’s policy rate committee ( Mint )

Did foreign stock pickers read the Budget better ( ET )

SEBI issues guidelines for AIF benchmarking ( BS)

Emami sells cement business to Nirma Group ( Mint)

10 Bluechips with zero returns in a decade (Nooresh)

How Croma perfected its pitch (OB)

The Case against REITs (Alpha Architect)

Why have spinoffs underperformed in the last decade (AM)

Why value investors shouldn’t expect a massive comeback ( Institutional Investor )

Introducing Rolling Venture Funds (Angel List)