Top Clicks on Alpha Ideas this Week

Linkfest: 21 June, 2024


Some stuff I am reading today morning:

India will be a $30 Trillion economy by 2050 (Gautam Adani)

The rise & rise of PSUs (MC)

Flipkart to enter Quick Commerce (BT)

India is now world’s 3rd largest airline market (Fortune)

Investors should focus on larger cement players (Rediff)

Is “Khelo India Khelo” priced in? (Kiran D)

Jimmy Zhong, the man who stole $3 Billion (CNBC)

AI: The Goldilocks Zone (Not Boring)

Deep Dive into LVMH (Quartr)

Quiet Compounding (Morgan Housel)



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