Some stuff I am reading today morning:
Navi Mumbai International Airport takes off (MC)
SEBI revises Block deal norms (MC)
GoI to launch 7,350 Cr plan to boost rare earth magnets (BS)
India’s Luxury Hotel boom (BT)
The message in the Gold Rally (Paul Krugman)
US demands EU dismantle green regulations (FT)
FED sees more rate cuts this year (Yahoo)
Interview with Jonathan Goldberg (The Market)
Staying in the Game (Harvey Sawikin)
The most important investing lesson (Michael Mauboussin)
Some stuff I am reading today morning:
Rising tensions at Tata Trusts (BS)
Gold surges past $4000 per oz (HT)
Trump courts India with Energy & Defence deals (OP)
Dot Com like crash fears rise (Bloomberg)
SEBI’s inconsistency in Kirloskar saga (BW)
The elusive private capex boom (ML)
Lost 1.1 Cr trading F&O (RJ)
Today is like the early 1970s (Ray Dalio)
White House bets big on rare earths (The Street)
10 Climate Tech cos to watch (MIT Review)
Some stuff I am reading today morning:
Gold’s record-breaking rally (FT)
Diwali likely to boost Textile sales (BW)
India-Qatar FTA in 2026 (BT)
AI to be used in military extensively (BS)
India’s defence exports hit record highs (FE)
Jubilant Foodwords Vs Domino’s Pizza, Inc (Vikas Vij)
The Myth & Math of 10 Baggers (Microcap Club)
Seasonality on Wall Street (OptimistiCallie)
US Equity valuations are worrisome (Howard Marks)
The media empire of Larry Ellison (WP)
As many of you are aware, one of our annual events is the Alpha Ideas 20 20 Meet.
Details of last year’s meet can be seen here.
The Details of this year’s Meet are as follows:
Date: Sunday 9 November, 2025
Venue: Ekaara, Aurika Mumbai Skycity. This is right next to T2 Terminal of Mumbai International Airport
Time: 8:15 am – 6 pm
Format: 20 Speakers to speak on 20 Minutes each on their best idea. No Q&A
Indicative List of Speakers (in Alphabetical order) :
Abhinav & Raghav Aggarwal -Fluid AI
Ankit Kanodia -Zen Nivesh
Arvind Kothari – Niveshaay
Ayush Mittal – Mittal Analytics
Bhavin Shah – Sameeksha Capital
Danesh Mistry – Investor First Advisors
Ekansh Mittal – Katalyst Wealth
Ishmohit Arora- SOIC Research
Jatin Khemani – Stalwart Advisors
Jeevan Patwa – Sahasrar Capital
Lokesh Manik – Vallum Capital Advisors
Nitin Mangal – Trudence Capital
Pritesh Vora – Mission Street
Rahul Dhruv – Pegasus Growth Capital
Resha Mehta – GreenEdge Wealth Services
Siddharth Bhaiya – Aequitas
Sunil Shah – SRE PMS
Tushar Bohra – Invexa Capital
Varun Goenka – Dharamshi Family Office
Vihang Naik- Bristlecone Equity Fund
Vivek Mashrani- Techno Funda Ventures
Charges: Rs.10,000+18% GST= Rs.11,800 (Eleven Thousand Eight Hundred Only)
Note that a seat once reserved cannot be cancelled or refunded.
Meals: Breakfast, Lunch,Tea/Coffee Breaks
Kindly register by clicking here: Registration
