Here are the most clicked items on Alpha Ideas this week:
Deepak Fertilizers: Mark these dates (AI)
Good is cyclical (AI)
TTK: Why brands exist (AI)
Gokex: 2700 Cr by FY25 (AI)
Deep Dive: HDFC Bank (Value Punks)
Chemical Exports: India Vs China (AI)
India Pesticides: Bug Free Growth (AI)
Inside Jeff Bezos real estate portfolio (Architectural Digest)
How to live a rich life (Ramit Sethi)
On the Edge (AI)
Some off beat reads for the weekend:
Djokovic’s strange Australian odyssey (New Yorker)
How UK Universities have become sheep factories (Arif Ahmed)
China is watching Ukraine with interest (Atlantic)
How Russia is dividing Germany (Tarik Cyril Amar)
The challenges of operating a Airbnb in Cuba (ROW)
My Palestinian friend was killed by Israeli police (Guardian)
A reckless Israeli film crew in Nigeria (TOI)
The Con artist who sold investors a fake country (Hustle)
Drive: Rann of Kutch (Team BHP)
Dwarka: India’s submerged ancient city (BBC Travel)
The end of Karachi’s Empress market (Guernica)
How the Elgin marbles ended up in England (Smithsonian)
Kolkata’s Pice hotels (LHI)
Mohammed Sanaullah: The Foreigner (Fifty Two)
Neil Nongkynrih: India’s Piano legend (Madras Courier)
Some stuff I am reading today morning:
Reliance to infuse 5.95L Crore in Gujarat for green energy (Fortune)
Posco & Adani sign MoU for Steel Mill (BSE)
LIC IPO expected in mid-March (MC)
Stock Talk: DCM Shriram (BI)
Hotels face biz loss due to Omnicorn (Rediff)
A case for inheritance tax (Nikhil Kamath)
Fundsmith Annual Report 2021 ( Fundsmith )
On covered calls ( Humble $)
Inflation-Should we be worried? (Money Mustache)
Interview with Balaji Srinivasan ( Sotonye)