Categories
Power

Kanohar: Short Circuit

Source: Investor Presentation of Kanohar Electricals Ltd

Categories
Chart

Nifty 50 Earnings Expectation

Source: Economic Times

Categories
Links

Linkfest: 07 October, 2026

Some stuff I am reading today morning:

US S&P 500 at record highs (CNBC)

RBI likely to hike rates (MC)

Jio Platforms IPO set to be India’s largest (Rediff)

Jio IPO arrives with a cake (BW)

5 Reasons why India’s stock market is sinking (BBC)

3 SME stocks riding the AI boom (FE)

Company: PI Industries (SOIC)

Mutual Fund AUM Rankings (CM)

What is driving rates higher? (Big Picture)

Building a second wave AI business (Seth Godin)

Categories
AlphaIdeas

Alpha Ideas 20 20 Meet- 2026 Edition

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: Saturday 21 November, 2026

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 Confirmed so far (in Alphabetical order):

Abhinav & Raghav Aggarwal -Fluid AI
Abhisar Jain-Monarch AIF
Bhavik Mehta – Birch Tree Ventures
Ekansh Mittal – Katalyst Wealth
Gaurav Agrawal – Nine One Capital
Koushik Mohan – Trinetra Asset Managers
Namit Arora – IndGrowth Capital
Nilang Jain – Greengen Capital Partners
Nitin Mangal – Trudence Capital
Pritesh Vora – Mission Street
Rahul Dhruv – Pegasus Growth Capital
Resha Mehta – GreenEdge Wealth Services
Rusmik Oza – Nine Rays EquiResearch LLP
Saloni Hemnani Arya – Molecule Ventures PMS
Sunil Shah – SRE PMS
Tushar Bohra – Invexa Capital
Vihang Naik – Bristlecone Equity Fund
Vivek Mashrani – Technofunda 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

Categories
Chart

India-Land of Milk

Source: Business Standard