Here are the most clicked items on Alpha Ideas this week:
Bharat Shah’s Investment Philosophy (AI)
FM Explained (AI)
CUB Vs HDFC Bank (AI)
What I learnt from Samir Arora (AI)
What I learnt in 9 years of full time investing (Jatin Khemani)
Shipping: Turn of the Tide (AI)
Asia’s richest companies (AI)
Stock Talk: PSP Projects (Value Hunter)
2 Investing lessons I have yet to learn well (Mohnish Pabrai)
Presentation: Mega Trends & Leadership (Utpal Sheth)
Some off beat reads for the weekend:
The untold tale of armed Sukhois on 26/11 (Shiv Aroor)
On Anti-Semitism and Hate (Sacha Baron Cohen)
Can BJP do a Yediyurappa in Maharashtra? (Reuben Banerjee)
Pakistan Student Leader: Arooj Aurangzeb (Naila Inayat)
Fathima Latheef: Death on the Campus (Open)
The serial pet killer of Hong Kong (SCMP)
What it means to be French and Chinese (Guardian)
How America’s elites lost their grip (Anand Giridharadas)
Adam Sandler’s Ever Lasting Shtick (NY Times)
Drive: Meghalaya (Team BHP)
Tribute: Korea War Hero Lt. Col. Rangaraj (Op India)
Profile: Natural Icecreams’ Founder Raghunandan Kamath (Mint)
The Gara Saris of Parsis (LHI)
The Great Indian Education Con (Manu Joseph)
Why 536 was the worst year to be alive (Science Mag)
The fall in the energy demand underscores the distress in the economy.
Some stuff I am reading today morning:
Reliance becomes first Indian co to hit 10 Lakh Crore market cap (Rediff)
Indian financial sector stuck in real estate quicksand (Asia Nikkei)
Sector Focus: Telecom (BS)
Startup Focus: Udaan (Forbes)
Inteview with Hiren Ved (Morningstar)
Presentation: Mega Trends & Leadership (Utpal Sheth)
There’s always a bear market somewhere (Fortune)
2 Investing Lessons I have yet to learn well (Mohnish Pabrai)
Secret Diary of Ravi Venkatesan (OB)
Cash Management in Startups (A VC)