Here are the most clicked items on Alpha Ideas this week:
Banks have nothing to fear from Fintechs (AI)
Patterns from biggest stock winners & losers from 2021 (Prabhakar Kudva)
All Cargo: Slow Moving (AI)
Jalan: 5 Year Plan (AI)
Chart: Beer Vs Spirits (AI)
Interview with S Naren (BT)
A 10 Lakh Crore Market (AI)
Be Curious (Morgan Housel)
How to invest internationally (Tar)
Motilal Oswal Nasdaq Q50 ETF (MS)
Some off beat reads for the weekend:
How Britain falls apart (Atlantic)
Is Kazakhstan the next Ukraine? (TOI)
What France can learn from an Algerian football victory (Al Jazeera)
Why Iran will never forget US killing of Soleimani (Scott Ritter)
Japan’s new Aoyama Clan (Palladium)
The fightback against wokeness has begun (Spiked)
On President’s Rule (Alok Prasana)
On the Natraja (Prema L)
Dr. Bhagwan Singh Vs Michael Witzel on Aryan Migration (Satish Verma)
How the Potato chip took over America ( Smithsonian)
The curse of the Girlboss (Unherd)
The so called patriots of Bollywood (Tattvam Asi)
The Marshall-Vengsarkar rivalry (Random Cricket)
When Pakistan claimed the Andaman & Nicobar Islands (LHI)
The Pedagogy of Kindness (Sumana Roy)
Source: DRHP of Adani Wilmar Ltd
Some stuff I am reading today morning:
RIL’s Dollar Bond Bonanza (MC)
Reliance Retail invests $200 Million in Dunzo (BT)
Sector Focus: Textiles (BS)
Broking goes mainstream (Nithin Kamath)
Q3FY22 Letter to Partners (Solidarity)
Digital revolution has always been underestimated ( Balaji Srinivasan)
Rules for buying crashing growth stocks (Michael Batnick)
Liquidity is a ‘Straw Man’ (Roger Lownstein)
Charlie Munger doubles down on Alibaba (AM)
Web 3 as a simulation (Packy McCormick)
