Here are the most clicked items on Alpha Ideas this week:
Tata Global: A New Era Begins (AI)
Is Bajaj Finance destroying the Middle Class? (AI)
How Muhammad Anwar Ahmed made 500 Cr from 10,000 Rs (AI)
Parag Milk Foods: Yes. The CEO is still around (AI)
Jenburkt Pharma: Hum Test Nahin Denge (AI)
IRCTC Valuation goes off the rails (Mint)
Pharma Crisis Ahead (AI)
Buy Quality at any Price (AI)
M.O.A.S is coming (Macro Tourist)
The Intelligence Coup of the Century (Washington Post)
Some off beat reads for the weekend:
The Intelligence Coup of the Century (Washington Post)
The Golden Age of White Collar Crime (Huff Post)
Who is Rishi Sunak? (FT)
Did Japan offer $ 100 Million to Portugal for Macau? (SCMP)
From Egypt to Exodus (Yoni Leviatan)
AAP’s return (Swapan Dasgupta)
Why RSS is smiling at Kejriwal’s win (India Today)
Did Nehru not want Patel in the Cabinet? (Swarajya)
Inside an Indian internment camp (Mint)
The plight of the Tibetans (DailyO)
Mumbai’s Esplanade Mansion (Nat Geo)
Who likes Spartacus? (J Mathrubootham)
A house for Mr. Azad (Abdul Kalam Azad)
A peek into the Peshwa Court (LHI)
Does happiness in your 50s signal the end of ambition? (WaPo)
Some stuff I am reading today morning:
IRCTC valuation goes off the rails (Mint) (My soundbite here)
DMart’s OFS to open today (BS)
Supreme Court to hear telco’s plea on AGR today (ET)
Page Industries’ results show why high valuations are not justified (Mint)
Bicycle Industry in Ludhiana (OB)
Only 2,200 professionals declared income above 1 Cr (MC)
How will Coronavirus affect your portfolio (Of $ and Data)
Notes from Charlie Munger’s 2020 Daily Journal Meeting (Seeking Alpha)
Manage risk by diversifying your diversifiers (AM)
What would you put in a 100 year portfolio? (RCM Alternatives)