Here are the most clicked items on Alpha Ideas this week:
TiO2: Meghmani Vs Adani (AI)
Nykaa is now Naeka (AI)
The coming boom in apparel exports (AI)
On International Diversification (Rajeev Thakkar)
ICICI Pru: New Mix (AI)
BEPL: Capacity without Capex (AI)
LTTS: Electric Air Taxis (AI)
12 Imp Lessons I learnt from ‘Just Keep Buying’ (Mr Stingy)
How Dynasties rule Bollywood (Kaveree Bamzai)
The problem with old time Value Investors (Aswath Damodaran)
Here are the most clicked items on Alpha Ideas this week:
Mega Trend: India HNIs (AI)
Inside Reliance’s energy transition story (BS)
India likely to face more power cuts (BT)
Facor Alloys: Andhera Andhra (AI)
Indsil: Duty Beckons (AI)
Microfinance 3.0 (2Point2Capital)
Godrej Group launches NBFC (FE)
Is studying Buffett a waste of time? (AI)
Staying put (Morgan Housel)
Food riots in China (Climateer)
Here are the most clicked items on Alpha Ideas this week:
Alpha Ideas turns Ten (AI)
A Warning Sign (AI)
Bharti: What Operating Leverage looks like (AI)
Why some celebrities failed with money (Niteen S Dharmawat)
Shanti: 10x SME Style (AI)
Absurd valuations of Oyo (Doomberg)
Adani: Only SBI (AI)
Ramco: Disclosure Ka Disclosure (AI)
Aditya Puri questions business model of Paytm (MC)
The rise of sophisticated investors (Forbes)
Here are the most clicked items on Alpha Ideas this week:
Steel Boom (AI)
Time Techno: Substitution Beneficiary (AI)
Maharashtra Builders threaten to halt construction (FPJ)
Thread: Investing in Cyclicals (Jiten Parmar)
Thread: Analyzing a real estate co (Mihir Patki)
Mega Trend: India Ethanol (AI)
Covid: Good for business (AI)
Paytm: Confusing Clarification (AI)
Paradoxes of Life (Sahil Bloom)
How People think (Morgan Housel)
Here are the most clicked items on Alpha Ideas this week:
The Brightcom Story (AI)
HDFC Cos: Losing Lustre (AI)
Oh those Russians (AI)
KRBL: Iran deal beneficiary (AI)
What a Black Swan Event looks like (AI)
Thread: HDFC Group Cos (Aditya D Shah)
Thread: Managing a concentrated portfolio (Shortsighted Capital)
On Zee-Sony merger (BW)
Mega Trend: India Ethnic Fashion (AI)
Why Vladimir Putin has already lost this war (Yuval Noah Harari)