Pre IPO: Studds Accessories

Studds Accessories is the world’s largest helmet manufacturing company

Studds is a steady performer with a Sales CAGR of 21% and EBITDA CAGR of 37% over the last 5 years

The latest annual report can be obtained from here and a recent interview with the management can be found here.

A very limited quantity of shares of Studds Accessories is on offer.

For those interested,please email me at Alpha Ideas.

Pre IPO: Religare Health Insurance

Religare Health Insurance (RHI) is one of the leading Stand Alone Health Insurers (SAHI) in India

There are only 5 SAHIs in India and RHI is one of them. There is considerable PE interest in such companies as evidenced by the purchase of True North in Max Bupa and Westbridge in Star Health

The financials and other disclosures of RHI can be obtained from here

A very limited quantity of shares of Religare Health Insurance is on offer.

For those interested,please email me at Alpha Ideas.

Alpha Ideas SME Stars Meet

We are pleased to invite you for the 2019 Edition of Alpha Ideas SME Stars which aims to showcase the best listed Companies on the SME platforms of NSE & BSE.

This is a great opportunity not to only to listen to some unique companies but also network with investors specializing in smallcaps.

The details of the Event are as follows :

Date : Saturday 09 November,2019

Time : 9:00 am – 1:00 pm

Venue : The iconic Dr. Patil Auditorium, National Stock Exchange, BKC, Mumbai

Exchange Partner : The National Stock Exchange of India Ltd

Banking Partner : RBL Bank Ltd

Format: SME Companies will present on their own businesses for 20 Mins. No Q&A.

Indicative List of Companies (In Alphabetical Order) :

  1. Goblin India Ltd
  2. Jash Engineering Ltd
  3. KPI Global Infrastructure Ltd
  4. Parin Furniture Ltd
  5. Prime Customer Services Ltd
  6. Rajshree Polypack Ltd
  7. Ritco Logistics Ltd
  8. Sintercom India Ltd
  9. Sofftech Engineers Ltd
  10. Supreme Engineering Ltd
  11. Vertoz Advertising Ltd

Meals: Tea/Coffee AND Lunch.

Charges : Rs. 500 (Rupees Five Hundred ) Only

This Event is now sold out.

Alpha Ideas 20 20 Meet

We are hosting the 2019 edition of the Alpha Ideas 20-20 Meet which aims to bring together the best investors in the Indian Equity market.

The Details of the Meet are as follows:

Date: Saturday 27 July,2019

Venue: The Grand Ballroom, Taj Santacruz, Mumbai

Time: 8:30 am – 6 pm

Format: 20 Speakers to speak on 20 Minutes each on their best idea.

Indicative List of Speakers Confirmed So Far (In Alphabetical Order) :

Abhinav Mansinghka – Independent Investor

Ashish Kila – Perfect Research

Aveek Mitra – Aveksat Equity

Bhavin Shah – Sameeksha Capital

Jatin Khemani – Stalwart Advisors

Madhusudan Sarda – Vallum Capital

Manish Gupta – Solidarity

Nikhil Vora – Sixth Sense

Pathik Gandotra – Soch Investments

Prakash Diwan – Altamount Capital

Priyan Kondoth – PP Equity LLP

Rikeen Dalal – Value Investor

Rishi Maheshwari – Aksa Capital

Rohit Balakrishnan – Vrddhi Capital

Sanjeev Pandiya – Value Investor

Sarvesh Gupta – Maximal Capital

Saurabh Mukherjea – Marcellus Investment Managers

Saurabh Shah – AUM Advisors

Sid Choraria – Amiral Gesion

Sunil Shah – Turtle Star Portfolio Managers

Charges : 7,500 (Seven Thousand Five Hundred) Only .

Note that a seat once reserved cannot be cancelled or refunded.

Meals: Lunch,Tea/Coffee Breaks

Those interested may register by clicking HERE

Alpha Ideas 20-20 Meet

We had hosted the Alpha Ideas 20-20 Meet last year which was a pretty good success

We are again thinking of hosting the Alpha Ideas 20-20 Meet in Mumbai in the third/fourth week  of July 2019.It can be either a Saturday or Sunday depending on venue availability

The Summit will have 20 speakers speaking for 20 Minutes (No Q&A) on their best investment ideas.I do hope to line up some great folks to speak for the event.

It will be a great way to spend the day listening to stock pickers and networking with smart investors from around the world

The Summit will be a full day event consisting of lunch and tea-breaks.The costs will be around 5,000 Rs.

Will go ahead only if we get a decent response.

For those interested,please email me at Alpha Ideas