Here are the most clicked items on Alpha Ideas this week:
1.6 Trillion $ wipe out (AI)
Family Offices: Preserving Wealth (Fortune)
Dynemic: Sabse Tej (AI)
Thread: Glenmark Life Sciences (Gurjot Ahluwalia)
How active is your Fund Manager? (AI)
Mistrys’ wealth tryst with Tatas (Fortune)
PPF interest rates may increase (FE)
No Alternative to Coal (AI)
Memo: The illusion of Knowledge (Howard Marks)
It’s supposed to be hard (Morgan Housel)
Here are the most clicked items on Alpha Ideas this week:
Patanjali Foods: Tadasana (AI)
GRSE: Work is Warship (AI)
Reliance: Mind Boggling Scale (AI)
My thoughts on Tanla AGM 2022 (Abraham George)
Poor controls at City Union Bank (Money Life)
RHIM: Doubling on Atma Nirbhar (AI)
Why Indian IT giants are facing record attrition (BT)
Property crash in China (Guardian)
Thread: The story of the Plaza Accord (PHG)
China’s steel industry is in a Crisis (Oil Price)
Here are the most clicked items on Alpha Ideas this week:
QSR: Quickly Shrinking Restaurants (AI)
Ganesh Benzo: Pipe is the Moat (AI)
Jain Irrigation: Kaha Gaye Woh Din (AI)
DCW: Forgetting the Competition (AI)
A tale of two generations (Anand Sridharan)
RJ is dead. Long live RJ (N Mahalakshmi)
Govt is all in on Bio Fuels (AI)
Indostar: Naya Daur (AI)
Textiles: China+1 (AI)
EV India: What an unpenetrated market looks like (AI)
Here are the most clicked items on Alpha Ideas this week:
Equitas: Revenge of the Low Level Employee (AI)
How to assess any business in 10 seconds (Mohnish Pabrai)
Thread: Don’t take holiday membership (Dr Prashant Mishra)
Inflation, What Inflation? (AI)
Sharda Cropchem : Currency Casualty (AI)
How to build a Concentrated Portfolio (AI)
Gokex: Heads Now, Tails Later (AI)
Adani: Total Partnership (AI)
Are kids worth the cost? (RootOfAll)
Economic woes mount in Bangladesh (BT)
Here are the most clicked items on Alpha Ideas this week:
Indo Star: Aaya CFO, Gaya CFO (AI)
Germany + 1 (AI)
Raymond: Woolly Accounting (Money Life)
Thread: Gensol Engineering (Dr Prashant Mishra)
Sanghi Industies: Illquid Co, Liquid Promoters (AI)
Thread: Aegis Logistics (Anish Moonka)
Den Networks: Worth more dead than alive (AI)
Rallis: Flying with the Times (AI)
Thread: Cineline (Kashish Shambhwani)
Little ways the world works (Morgan Housel)