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Mutual Funds face a moment of truth (Mint)
Trillion $ Question (AI)
Its all gas (AI)
Rakesh Jhunjhunwala on Titan’s earnings call (FE)
Who gains from RBI’s diktat on current accounts? (Latha Venkatesh)
Interview with Kenneth Andrade (Morningstar)
Why is everyone buying gold? (Ruchir Sharma)
Best line from conference calls (AI)
What Alpha looks like (AI)
Mega Trend: Warehousing Boom (AI)
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Meet Sharad Shah, Short Seller (Santosh Nair)
Say Bye Bye to CASA (AI)
PSP Projects: What a Flexible Cost Structure Looks Like (AI)
GE Shipping: Cash > Market Cap (AI)
The Ambanization of Nifty 50 (Nooresh)
Buffett on FANG Stocks (AI)
Lemon Tree Hotels: Converting Lemons into Lemonade (AI)
Tata Motors prepare to sell their passenger car business (Money Life)
Startup Story: Rebel Foods (Forbes)
Sign of things to come? (AI)
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Zuckerberg on Jio (AI)
Deepak Parekh on Commercial Real Estate (AI)
Warren Buffett pulled off the greatest trade ever (AM)
Better than India (AI)
What is gold telling us (Luke Gromen)
How rich people go broke (Common Sense)
Inside the Hinduja family feud (Forbes)
Investors lead the rush back into India’s offices (Reuters)
2020 is 1890 (AI)
Chart: API Exports (AI)
Here are the most clicked items on Alpha Ideas this week:
Will Ambani buy Biyani? (AI)
Baithe, Baithe Kya Kare? (AI)
Mega Trend: India Crop Protection (AI)
HDFC Bank: When Employees own ESOPs (AI)
A Questionable rollover at HDFC MF (MF Critic)
Stocks are for the wealthy (Bala)
How Bajaj Fin lowers morat numbers by converting loans into flexi (Mr. Kumar)
Asset Allocation-Yale Way (AI)
Residential unit sales at 10 year low (BS)
What Centr should do to revive real estate (Niranjan Hiranandani)
Here are the most clicked items on Alpha Ideas this week:
What stupidity looks like (AI)
Mega Trend: India Internet (AI)
The Biggest Asset Class in the world (AI)
Mystery (AI)
Why we invested in Reliance Jio (Google)
Nobody has seen Nuthin like it (AI)
Hatsun in trouble (R S Sodhi)
Stock Talk : Mayur Uniquoters (Value Picks)
Page A1 Indicator (AI)
The Tech Index that beats NASDAQ (AI)