Here are the most clicked items on Alpha Ideas this week:
Don’t align with unaligned owners (AI)
Pharma’s 90% Problem (AI)
3 leading brokers under investigation (BS)
Notes from my travels to US (Sunil Singhania)
Over confidence is getting the better of HNI stock calls (Forbes)
GNFC: Don’ ask, Don’t tell (AI)
The best investment strategy is the same (Prem Watsa)
Vesuvius: Only L1 matters (AI)
Return of industrial stocks (Fortune)
Mankind: Chat IPO, Pat IT (AI)
Here are the most clicked items on Alpha Ideas this week:
IDFC First: Near & Dear Test (AI)
Stanley Druckenmillers warns of US debt crisis (Bloomberg)
Half of America’s banks are insolvent (Telegraph)
There will be significant losses (Howard Marks)
Real Estate Outlook (AI)
Amazon is # 3 (AI)
The mysterious Indian giant of oil shipping (Money Life)
FPIs & Private Banks (AI)
GM Breweries: Repeat Karo (AI)
Tata Play files India’s first confidential IPO (Fortune)
Here are the most clicked items on Alpha Ideas this week:
A $3 Trillion threat to global markets (Japan Times)
A rant on Investor Letters (Kiran D)
How Khaitan&Co became a legal powehouse (Forbes)
The problem with defence stocks (AI)
Real Estate Outlook (AI)
Ankiti Bose Vs Mahesh Murthy (Money Life)
Excessive tourism in Goa (Fortune)
India’s e-Waste problem (AI)
The Flippening (AI)
The Jio Effect (AI)
Here are the most clicked items on Alpha Ideas this week:
How to pick the right Nominee (AI)
The Jio Effect (AI)
Insurers as an inflation play (AI)
Misplaced exuberance drive Indian stocks (Forbes)
Indians will be 2x Chinese (AI)
The world’s about to change ‘Big Time’ (Daily Reckoning)
On ultra luxury homes in India (Forbes)
Fraud & mismanagement at Cafe Coffee Day (Money Life)
Mega Trend: Indian non-Life Insurance market (AI)
The ultimate level of wealth (Common Sense)
Here are the most clicked items on Alpha Ideas this week:
US IT Spends: Caution Ahead (AI)
Aao Burn Kare (AI)
Sensex Vs Gold (AI)
Mega Trend: India Lithium Battery (AI)
Thread: On Hotel Stocks (Aniket Krishna)
Thread: Red flags at Aditya Vision (Proinvest Nirmiti)
Q4 FY23 Letter to Investors (2Point 2 Capital)
The world is dropping the US $ (Daily Reckoning)
Indian consumers cut back on non-essential spending (Fortune)
What makes you happy (Morgan Housel)